Senior Wealth Advisor - Growth & Client Impact

Cerity Partners Management LLC; Lansdowne (Delaware County); Vor Ort; USD 120.000 - 175.000; Vollzeit

Benefits dieser Stelle

Health, dental, and vision insurance

401(k) with match

Flexible PTO

Parental Leave

Educational assistance

Commuter benefits

Zusammenfassung

Cerity Partners seeks a Principal Wealth Advisor to act as a primary relationship manager, developing personalized wealth plans and onboarding new clients across programs. You will lead client meetings, mentor colleagues, and collaborate across tax, legal, and investment teams to deliver superior outcomes.

The role focuses on asset growth, exceptional client service, and a fast-paced environment with opportunities for cross-department solutions and business development.

Qualifikationen

• Bachelor’s degree required.
• Series 65 required.
• CFP® or CFA designation required; CPA, JD, CHFC, or another approved designation/degree accepted.
• 7–10+ years of industry experience.

Aufgaben

• Serve as a key relationship manager for clients, achieving high retention.
• Develop customized wealth planning strategies based on goals, risk tolerance, and investments.
• Onboard new client relationships through various programs.
• Lead client meetings and guide onboarding processes.
• Mentor colleagues on wealth planning, client management, and business development.
• Coordinate with tax, legal, and investment teams to deliver holistic financial plans.

Kenntnisse

Relationship management

Wealth planning

Client onboarding

Leadership

Communication

Ausbildung

Bachelor's degree

Series 65

CFP or CFA designation

Tools

e-Money

Salesforce

PowerPoint

Word

Excel

Outlook

Jobbeschreibung

Cerity Partners seeks a Principal Wealth Advisor to act as a primary relationship manager, developing personalized wealth plans and onboarding new clients across programs. You will lead client meetings, mentor colleagues, and collaborate across tax, legal, and investment teams to deliver superior outcomes.

The role focuses on asset growth, exceptional client service, and a fast-paced environment with opportunities for cross-department solutions and business development.