Senior Wealth Advisor: Client Strategy & Growth

Cerity Partners; Philadelphia (Philadelphia County); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with match

Flexible PTO

Parental Leave

Education assistance for designations

Community involvement

Commuter benefits

Job summary

Cerity Partners is seeking a Wealth Advisor to act as a key relationship manager, developing personalized wealth planning and investment strategies for clients in a high-retention role. The position involves onboarding new clients and serving as a secondary advisor when needed, while coordinating with tax, legal, and investment teams.

The role emphasizes mentoring colleagues, delivering superior client experiences, and driving assets under management growth through exceptional service.

Qualifications

• Bachelor’s degree is required.
• Series 65 is required.
• CFP® or CFA designation– CPA, JD, MBA, or another approved advanced designation/degree
• 5-10+ years of industry experience

Responsibilities

• Serve as a key relationship manager for clients, meeting all service needs and achieving high retention.
• Develop customized wealth planning strategies based on clients’ goals, risk tolerance, and investment preferences.
• Communicate the firm’s investment platform and objectives including private market opportunities.
• Onboard new client relationships through various programs and pipelines.
• Lead client meetings through all phases of the wealth planning process.
• Coordinate with internal departments to ensure a holistic financial plan for each client.
• Mentor colleagues on best practices in wealth planning and business development.
• Assist with timely completion of client transaction requests.

Skills

Relationship mgmt

Interpersonal skills

Client service

Team collaboration

Financial concepts explain

Education

Bachelor's degree

Series 65

CFP/CFA or equivalent

Tools

e-Money

Salesforce

PowerPoint

Excel

Outlook

Job description

Cerity Partners is seeking a Wealth Advisor to act as a key relationship manager, developing personalized wealth planning and investment strategies for clients in a high-retention role. The position involves onboarding new clients and serving as a secondary advisor when needed, while coordinating with tax, legal, and investment teams.

The role emphasizes mentoring colleagues, delivering superior client experiences, and driving assets under management growth through exceptional service.