Senior Wealth Planner & Client Growth Lead

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) savings and 4% match

Flexible PTO policy

Parental Leave

Advanced education and designation aid

Commuter benefits

Job summary

Cerity Partners is seeking a Wealth Advisor in the United States (California, El Segundo) to serve as a key relationship manager, building lasting client partnerships and delivering personalized wealth planning. You will mentor colleagues, lead meetings, and coordinate with tax, legal, and investment teams to produce comprehensive plans.

The role emphasizes on-growing assets under management while achieving exceptional client outcomes and satisfaction, with a compensation range of

Qualifications

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

Responsibilities

• Manage client relationships and ensure high retention.
• Develop wealth planning strategies aligned with goals and risk tolerance.
• Onboard new clients and drive onboarding processes.
• Lead client meetings and coordinate cross-departmental planning.

Skills

Strong interpersonal skills

Networking skills

Attention to detail

Client relationship management

Education

Bachelor’s degree

Tools

Salesforce

PowerPoint

Excel

Word

Outlook

e-Money

Job description

Cerity Partners is seeking a Wealth Advisor in the United States (California, El Segundo) to serve as a key relationship manager, building lasting client partnerships and delivering personalized wealth planning. You will mentor colleagues, lead meetings, and coordinate with tax, legal, and investment teams to produce comprehensive plans.

The role emphasizes on-growing assets under management while achieving exceptional client outcomes and satisfaction, with a compensation range of