Senior Wealth Advisor & Client Growth Strategist

Cerity Partners; El Segundo (CA); On-site; USD 140,000 - 160,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with 4% match

Flexible PTO

Parental Leave

Education assistance

Community involvement

Commuter benefits

Job summary

Cerity Partners is seeking a Wealth Advisor in El Segundo, CA, to grow assets under management and ensure superior client outcomes. You will lead client meetings, develop tailored wealth plans, and collaborate with internal teams to deliver holistic financial strategies for high-net-worth clients.

Qualified candidates have a Bachelor’s degree, Series 65, and CFP® or CFA designation (or equivalent). Expect a fast-paced, high-impact environment with opportunities for mentorship and career growth.

Qualifications

• Bachelor’s degree required.
• Series 65 certification required.
• CFP® or CFA designation, CPA, JD, CHFC or other approved designation.

Responsibilities

• Manage client relationships and drive high retention.
• Develop and communicate personalized wealth planning strategies.
• Lead client meetings and onboard new clients.
• Collaborate with tax, legal and investment teams for holistic plans.
• Mentor colleagues on wealth planning and business development.

Job description

Cerity Partners is seeking a Wealth Advisor in El Segundo, CA, to grow assets under management and ensure superior client outcomes. You will lead client meetings, develop tailored wealth plans, and collaborate with internal teams to deliver holistic financial strategies for high-net-worth clients.

Qualified candidates have a Bachelor’s degree, Series 65, and CFP® or CFA designation (or equivalent). Expect a fast-paced, high-impact environment with opportunities for mentorship and career growth.