Wealth Advisor

Cerity Partners Management LLC; Los Angeles (CA); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Health, dental, and vision insurance – day1!

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

Job summary

Cerity Partners Management LLC is seeking a Wealth Advisor in Los Angeles to serve as a key relationship manager and develop personalized wealth planning strategies.

This role involves onboarding new clients, leading client meetings, collaborating across departments, and ensuring exceptional client experiences while growing assets under management. The ideal candidate has a Bachelor’s degree, Series65, and 5+ years of industry experience.

Benefits include health insurance, 401(k) with match, and flexible PTO.

Qualifications

• Bachelor’s degree required.
• Series65 certification must be completed.
• Completion of CFP® or CFA designation required.
• 5+ years of industry experience essential.

Responsibilities

• Serve as a key relationship manager for clients.
• Develop customized wealth planning strategies.
• Onboard new clients through various programs.
• Lead and participate in prospect presentations.
• Coordinate with internal departments for client needs.

Skills

Leadership

Client relationship management

Wealth planning strategies

Communication

Financial analysis

Education

Bachelor’s degree

Completion of CFP® or CFA designation

Tools

e-Money

Salesforce

Microsoft Office (PowerPoint, Word, Excel, Outlook)

Job description

Position Summary

The Wealth Advisor 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 Wealth Advisor 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 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
• Series65
• Completion of CFP® or CFA designation – CPA, JD, CHFC, or another approved advanced designation/degree
• 5+ years of industry experience

Skills and Competencies

• Proficiency in all Wealth Planner functions, plus proven leadership, decision-making, and subject‑matter expertise.
• Independent source of new client revenue and expansion of existing relationships.
• Independent development and communication of wealth planning strategies and management of client relationships.
• Strong interpersonal and networking skills with both external clients and internal collaboration.
• Working knowledge of e‑Money, Salesforce, PowerPoint, Word, Excel, Outlook.
• Ability to listen, empathize, 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 to meet deadlines; proactive with little supervision.
• Thrives 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

$125,000–$150,000

Benefits

• Health, dental, and vision insurance – day1!
• 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 Statement

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.