Senior Wealth Advisor: Growth, Planning & Client Experience

Cerity Partners; El Segundo, Northern (CA, KY); Hybrid; USD 140,000 - 160,000; Full time

Benefits offered by this job

Health, dental, and vision insurance –

401(k) with 4% match

Flexible PTO

Job summary

Cerity Partners in El Segundo, CA is seeking a Wealth Advisor to manage key client relationships, develop personalized wealth plans, and grow assets under management. You will lead client meetings, onboard new relationships, and collaborate across tax, legal, and investment teams to deliver a holistic financial plan.

You will mentor colleagues, source new client revenue, and ensure an exceptional client experience in a fast-paced environment.

Qualifications

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

Responsibilities

• Serve as key relationship manager for clients and achieve high retention.
• Develop and communicate customized wealth planning strategies based on goals, risk tolerance, and investment preferences.
• Serve as secondary advisor for selected clients as needed.
• Onboard new client relationships through organics, Custodian Referral Programs, and Workplace Solution Programs.
• Lead or participate in prospect presentations and guide onboarding of new clients.

Skills

Leadership

Business development

Client management

Interpersonal skills

Salesforce

MS Office

Financial concepts

Attention to detail

Adaptability

Education

Bachelor’s degree

CFP or CFA designation

Tools

e-Money

Salesforce

PowerPoint

Word

Excel

Outlook

Job description

Cerity Partners in El Segundo, CA is seeking a Wealth Advisor to manage key client relationships, develop personalized wealth plans, and grow assets under management. You will lead client meetings, onboard new relationships, and collaborate across tax, legal, and investment teams to deliver a holistic financial plan.

You will mentor colleagues, source new client revenue, and ensure an exceptional client experience in a fast-paced environment.