Senior Wealth Advisor - Growth & Client Experience

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

Benefits offered by this job

Health, dental, and vision insurance –

401(k) with match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners is seeking a Wealth Advisor in Pasadena, CA, to manage key client relationships and drive asset growth. You will develop personalized wealth plans, mentor colleagues, and coordinate with tax, legal, and investment teams to deliver comprehensive client outcomes.

You will lead client meetings, onboard new relationships, and ensure an exceptional client experience while growing assets under management in a fast-paced environment.

Qualifications

• Bachelor’s degree required.
• Series 65 license required.
• CFP or CFA designation (or other approved advanced designation).
• 7–10+ years of industry experience.

Responsibilities

• Manage client relationships and drive high retention.
• Develop personalized wealth planning strategies aligned with goals and risk tolerance.
• Onboard new clients via various programs and onboard processes.
• Lead client meetings and guide onboarding for new clients.
• Collaborate with tax, legal, and investment teams for holistic plans.
• Mentor teammates on wealth planning best practices.
• Assist with client transaction requests and documentation.

Skills

Leadership

Client relations

Financial planning

Interpersonal skills

Attention to detail

Education

Bachelor's degree

Series 65

CFP or CFA designation

Tools

e-Money

Salesforce

PowerPoint

Word

Excel

Outlook

Job description

Cerity Partners is seeking a Wealth Advisor in Pasadena, CA, to manage key client relationships and drive asset growth. You will develop personalized wealth plans, mentor colleagues, and coordinate with tax, legal, and investment teams to deliver comprehensive client outcomes.

You will lead client meetings, onboard new relationships, and ensure an exceptional client experience while growing assets under management in a fast-paced environment.