Senior Wealth Advisor | Client Growth & Strategy

Cerity Partners; Houston (TX); Vor Ort; USD 150.000 - 210.000; Vollzeit

Benefits dieser Stelle

Health insurance

401(k) with match

Flexible PTO

Parental Leave

Education assistance

Community involvement

Commuter benefits

Zusammenfassung

Cerity Partners in Houston seeks a Principal Wealth Advisor to serve as a key relationship manager, growing assets under management while delivering exceptional client outcomes.

You will onboard new clients, lead client meetings, and collaborate with tax, legal, and investment teams to provide holistic wealth planning strategies for high-net-worth clients. A CFP/CFA designation and Series 65, plus 7+ years of experience, are required. This role offers a dynamic, client-focused environment.

Qualifikationen

• Bachelor’s degree required.
• Series 65 must be held.
• CFP or CFA designation required (CPA, JD, CHFC, or similar accepted).
• 7+ years of industry experience.

Aufgaben

• Manage client relationships and drive high client retention.
• Develop and communicate customized wealth planning strategies.
• Onboard new client relationships and oversee onboarding.
• Lead client meetings and coordinate with tax, legal, and investment teams.
• Mentor colleagues and contribute to firm initiatives.

Kenntnisse

Leadership

Business development

Wealth planning

Interpersonal skills

Ausbildung

Bachelor’s degree

CFP® or CFA designation

Advanced designation/degree (CPA, JD, CHFC, or similar)

7+ years of industry experience

Tools

e-Money

Holistiplan

Salesforce

PowerPoint

Excel

Outlook

Jobbeschreibung

Cerity Partners in Houston seeks a Principal Wealth Advisor to serve as a key relationship manager, growing assets under management while delivering exceptional client outcomes.

You will onboard new clients, lead client meetings, and collaborate with tax, legal, and investment teams to provide holistic wealth planning strategies for high-net-worth clients. A CFP/CFA designation and Series 65, plus 7+ years of experience, are required. This role offers a dynamic, client-focused environment.