Senior Wealth Advisor – Client Growth & Planning Leader

Cerity Partners Management LLC; Pasadena (CA); On-site; USD 110,000 - 165,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with 4% match

Flexible PTO

Parental leave

Education assistance for advanced cert

Community involvement

Commuter benefits

Job summary

Cerity Partners is seeking a Wealth Advisor in Pasadena to manage top client relationships and grow assets under management through personalized wealth planning. You will lead client meetings, onboard new clients, and collaborate with internal teams to deliver holistic financial plans.

Ideal candidates have 7–10+ years of experience, a Series 65, and CFP/CFA or equivalent designation, with a track record of leadership and strong communication skills.

Qualifications

• Bachelor’s degree required.
• Series 65 required.
• CFP or CFA or CPA/JD/CHFC or approved designation.
• 7–10+ years of industry experience.

Responsibilities

• Maintain relationships and ensure high client retention.
• Develop customized wealth planning strategies based on client goals and risk tolerance.
• Lead client meetings and onboarding of new relationships.
• Collaborate with tax, legal and investment teams to deliver holistic plans.
• Mentor colleagues and contribute to firm initiatives.

Skills

Wealth planning

Relationship management

Leadership

Communication

Analytical thinking

Client service

Time management

Education

Bachelor's degree

CFP/CFA or CPA/JD/CHFC or approved designation

Tools

Salesforce

e‑Money

PowerPoint

Excel

Word

Outlook

Job description

Cerity Partners is seeking a Wealth Advisor in Pasadena to manage top client relationships and grow assets under management through personalized wealth planning. You will lead client meetings, onboard new clients, and collaborate with internal teams to deliver holistic financial plans.

Ideal candidates have 7–10+ years of experience, a Series 65, and CFP/CFA or equivalent designation, with a track record of leadership and strong communication skills.