Wealth Advisor

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

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 spectacular 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
• 7+ 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, Holistiplan, 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.

Why Cerity Partners :

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

• 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

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. 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.