Senior Wealth Advisor: Relationship & Growth Strategist

Cerity Partners Management LLC; El Segundo (CA); On-site; USD 140,000 - 160,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with match

Flexible PTO

Parental leave

Educational assistance

Commuter benefits

Job summary

Cerity Partners is seeking a Wealth Advisor to act as a primary relationship manager, growing assets under management while delivering exceptional client outcomes. The role emphasizes onboarding, cross-department collaboration, and mentoring colleagues to elevate service quality.

The ideal candidate has 7–10+ years of industry experience, a Bachelor's degree, Series 65, and CFP or CFA designation (or equivalent). Salary range offered is $140,000–$160,000 with comprehensive benefits.

Qualifications

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

Responsibilities

• Manage key client relationships and ensure high retention.
• Develop customized wealth planning strategies based on clients’ goals and risk tolerance.
• Onboard new clients and participate in onboarding programs.
• Lead client meetings and guide clients through the wealth planning process.
• Mentor colleagues on best practices in wealth planning and client management.
• Collaborate with tax, legal, and investment teams to provide holistic financial plans.

Skills

Client relationship management

Wealth planning

Leadership

Business development

Mentoring

Education

Bachelor's degree

Series 65

CFP or CFA designation

Additional designation (CPA/JD/CHFC)

Tools

Salesforce

PowerPoint

Excel

Outlook

Word

Job description

Cerity Partners is seeking a Wealth Advisor to act as a primary relationship manager, growing assets under management while delivering exceptional client outcomes. The role emphasizes onboarding, cross-department collaboration, and mentoring colleagues to elevate service quality.

The ideal candidate has 7–10+ years of industry experience, a Bachelor's degree, Series 65, and CFP or CFA designation (or equivalent). Salary range offered is $140,000–$160,000 with comprehensive benefits.