Senior Wealth Planner & Client Relationship Leader

ceritypartners; Houston (TX); On-site; USD 140,000 - 230,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with match

Flexible PTO

Parental Leave

Educational assistance

Commuter benefits

Job summary

Cerit y Partners in Houston is seeking a senior Wealth Planner to act as a key relationship manager, crafting customized wealth plans and guiding client onboarding. You will lead client interactions, coordinate with internal teams, and drive holistic strategies aligned to client goals.

You will mentor colleagues, spearhead business development efforts, and participate in firm initiatives while delivering an exceptional client experience in a fast-paced environment.

Qualifications

• Bachelor's degree required.
• Series 65 license required.
• CFP or CFA designation (CPA, JD, CHFC or other approved designation/degree) required or preferred.
• 7+ years of industry experience.

Responsibilities

• Serve as a key relationship manager for clients, meeting service needs and achieving high retention.
• Develop and communicate customized wealth planning strategies based on goals, risk tolerance, and investment preferences.
• Serve as a secondary advisor for selected clients as needed.
• Onboard new client relationships through organic pipelines and referral programs.
• Lead and/or participate in prospect presentations and onboarding of new clients.
• Lead client meetings and coordinate with tax, legal, and investment teams for holistic plans.
• Identify cross-department solutions and speak to other service offerings.
• Mentor and train colleagues on best practices in wealth planning and client management.
• Proactively interact with clients and lead the team to create an outstanding client experience.
• Assist with timely completion and submission of all client-related transaction requests.
• Participate in company committees and firm-wide initiatives.
• Perform other duties as necessary.

Skills

Wealth planning

Leadership

Client management

Networking

Business development

Interpersonal skills

Communications

Education

Bachelor's degree

Series 65

CFP or CFA designation

CPA / JD / CHFC or other advanced designation

Tools

e-Money

Holistiplan

Salesforce

PowerPoint

Word

Excel

Outlook

Job description

Cerit y Partners in Houston is seeking a senior Wealth Planner to act as a key relationship manager, crafting customized wealth plans and guiding client onboarding. You will lead client interactions, coordinate with internal teams, and drive holistic strategies aligned to client goals.

You will mentor colleagues, spearhead business development efforts, and participate in firm initiatives while delivering an exceptional client experience in a fast-paced environment.