Senior Wealth Advisor: Strategic Planning & Growth

Cerity Partners Management LLC; Houston (TX); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Volunteer time

Job summary

Cerity Partners seeks a Principal Wealth Advisor to manage key client relationships and deliver comprehensive wealth planning strategies. You will lead meetings, coordinate with tax, legal, and investment teams, and mentor colleagues to elevate client outcomes.

The role focuses on growing assets under management while ensuring superior client experiences, onboarding new clients, and guiding complex financial plans in a collaborative, fast-paced environment.

Qualifications

• Bachelor's degree required.
• Series 65 is required.
• CFP® or CFA designation or other approved advanced designation/degree with 7+ years of industry experience.

Responsibilities

• Serve as a key relationship manager for clients, meeting all service needs and achieving high retention.
• Develop and communicate customized wealth planning strategies based on clients' goals and risk tolerance.
• Serve as a secondary advisor for selected clients as needed.
• Onboard new client relationships through various programs and pipelines.
• Lead client meetings and guide onboarding of new clients through the wealth planning process.
• Coordinate with tax, legal, and investment teams to ensure a holistic plan.
• Mentor colleagues on best practices in wealth planning and client management.

Skills

Wealth planning

Client relationship

Mentoring

Cross-dept collaboration

Education

Bachelor's degree

Series 65

CFP or CFA designation

Tools

Salesforce

PowerPoint

Excel

Holistiplan

e-Money

Job description

Cerity Partners seeks a Principal Wealth Advisor to manage key client relationships and deliver comprehensive wealth planning strategies. You will lead meetings, coordinate with tax, legal, and investment teams, and mentor colleagues to elevate client outcomes.

The role focuses on growing assets under management while ensuring superior client experiences, onboarding new clients, and guiding complex financial plans in a collaborative, fast-paced environment.