Wealth Advisor

Cerity Partners Management LLC; Nashville (TN); On-site; USD 95,000 - 120,000; Full time

Benefits offered by this job

Health, dental, and vision insurance from day 1

401(k) with 4% match

Flexible PTO policy

Parental Leave

Financial education assistance

Commuter benefits

Job summary

Cerity Partners Management LLC in Nashville is seeking a Senior Wealth Planner to manage client relationships and develop personalized wealth planning strategies. This role requires strong interpersonal skills and the ability to onboard new clients efficiently.

You will work closely with internal teams to provide a holistic approach to clients' financial needs while mentoring colleagues and ensuring exceptional client experience.

The position offers a competitive salary range of $95,000 to $120,000 and a comprehensive benefits package.

Qualifications

• Bachelor’s degree required.
• Series 65 certification is necessary.
• Completion of CFP® or CFA designation recommended.
• 3-6+ years of relevant industry experience required.

Responsibilities

• Manage client relationships effectively to ensure retention.
• Develop customized wealth planning strategies for clients.
• Onboard and guide new clients through the process.
• Collaborate with internal teams to meet client needs.

Skills

Leadership

Client relationship management

Financial strategy development

Interpersonal skills

Problem-solving

Attention to detail

Education

Bachelor's degree

CFP® or CFA designation

Series 65

Tools

Salesforce

e-Money

Microsoft Office Suite

Job description

Position Summary

The Senior Wealth Planner serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary advisor when needed. The Senior Wealth Planner leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. Your focus will be on growing assets under management while ensuring exceptional client outcomes and satisfaction.

Primary Responsibilities

• Serve as a key relationship manager for clients, meeting all service needs and achieving high levels of retention.
• Develop and communicate customized wealth planning strategies based on clients’ financial 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/or actively participate in prospect presentations and guide new clients through the onboarding process.
• Lead client meetings through all phases of our wealth planning process.
• Coordinate with internal departments (tax, legal, investment teams etc.) to ensure a holistic approach to each client’s financial plan.
• Identify cross-department solutions for client needs and able to speak generally of other service offerings.
• Mentor and train colleagues on best practices in wealth planning, client management, and business development.
• Proactively interact with clients and lead team to create a exemplary client experience.
• Assist with the timely completion and submission of all client related transaction requests.
• Involvement in company committees and/or firm-wide initiatives.
• Perform other duties as deemed necessary or as directed.

Required Qualifications

• Bachelor’s degree
• Series 65
• Completion of CFP® or CFA designation– CPA, JD, CHFC, or another approved advanced designation/degree
• 3-6+ years of industry experience

Skills and Competencies

• Proficiency in all Wealth Planner functions, plus:
• Proven leader, decision-maker, and subject matter expert.
• Independently sources new client revenue and expands upon existing client relationships.
• Independently develops and communicates wealth planning strategies and manages client relationships.
• Strong interpersonal and networking skills with both external clients and internal collaboration.
• Working knowledge of e-Money, Salesforce, PowerPoint, Word, Excel, Outlook a strong plus.
• Ability to listen and empathize with clients, spot, and analyze issues, and simplify/explain financial concepts to provide solutions.
• Strong attention to detail, exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required.
• Must accept and thrive in a fast-paced, changing environment.
• Tenacious about doing what is right for the client – always.

Physical Requirements

Prolonged periods sitting at a desk and working on a computer

Compensation Range

$95,000 - $120,000

Benefits

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits

Equal Opportunity Employer

We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [e-mail]. Applicants must be authorized to work for any employer in the U.S.