Senior Wealth Advisor: Growth & Client Experience

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

Benefits offered by this job

Health insurance

401(k) with 4% match

Flexible PTO

Parental leave

Education assistance

Commuter benefits

Job summary

Cerity Partners LLC is seeking a Wealth Advisor in Pasadena, CA to manage client relationships, grow assets under management and deliver personalized wealth planning strategies. The role includes onboarding new clients, leading meetings, and coordinating with tax, legal and investment teams to ensure holistic plans.

The candidate should have 7–10+ years of industry experience, a Series 65 license, and CFP/CFA or advanced designations.

Qualifications

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

Responsibilities

• Serve as a key relationship manager for clients, meeting service needs and achieving high retention.
• Develop customized wealth planning strategies based on clients’ goals, risk tolerance and investment preferences.
• Serve as a secondary advisor for selected clients as needed.
• Onboard new client relationships through organic pipelines, Custodian Referral Programs, and Workplace Solution Programs.
• Lead and participate in prospect presentations and guide new clients through onboarding.
• Lead client meetings through all phases of wealth planning process.
• Coordinate with tax, legal, investment teams to ensure holistic financial plans.

Skills

Wealth planning

Client management

Leadership

Communication

Networking

Attention to detail

Problem solving

Time management

Education

Bachelor’s degree

Series 65

CFP or CFA designation

CPA

JD / CHFC / other advanced designation

Tools

Salesforce

PowerPoint

Excel

Outlook

Word

e-Money

Job description

Cerity Partners LLC is seeking a Wealth Advisor in Pasadena, CA to manage client relationships, grow assets under management and deliver personalized wealth planning strategies. The role includes onboarding new clients, leading meetings, and coordinating with tax, legal and investment teams to ensure holistic plans.

The candidate should have 7–10+ years of industry experience, a Series 65 license, and CFP/CFA or advanced designations.