Wealth Advisor

Cerity Partners Management LLC; San Francisco (CA); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with 4% match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Community involvement

Job summary

Cerity Partners is seeking a Wealth Management Principal in San Francisco to lead client relationships and a team of associates. You will analyze client financial health, set goals, and design action plans, while delivering portfolio management and high‑quality advisory services.

You will collaborate with partners to grow the practice, maintain client satisfaction, and win referrals. A CFP, extensive planning experience, and leadership能力 are valued as you advance to a lead client advisor role.

Qualifications

• Bachelor’s degree required.
• 7–10 years of professional work experience with 3+ years financial planning or related preferred.
• CFP designation preferred; working knowledge of e-Money, Salesforce and Excel beneficial.

Responsibilities

• Work with Partners and colleagues to manage a client load of 75-80 clients.
• Provide exceptional service, portfolio management and advice to all clients.
• Maintain a disciplined approach to managing multiple client activities and tasks.
• Manage and mentor Associates and Senior Associates.
• Build strong, long-term client relationships.

Skills

Portfolio management

Client service

Mentoring

Communication

Education

Bachelor's degree

Tools

e-Money

Salesforce

Excel

Job description

Position Summary:

Do you have a passion for using your financial planning skills to impact lives? Are you motivated when you can help clients reach their goals? Do you like the challenge of solving the puzzle that can be a client's complex financial picture? Do you have a strong knowledge base that will allow you to explain simple and complex financial solutions to a client? Are you motivated to grow professionally and seek an opportunity to become a lead client advisor and leader? If you answered yes to the questions above, we would like to speak with you about being a Wealth Management Principal on our team.

Primary Responsibilities:

• Work collaboratively with Partners and colleagues to manage a client load of 75-80 clients
• Provide exceptional, responsive service, portfolio management, and advice to all clients
• Maintain a disciplined and organized approach to managing numerous client activities and tasks
• Manage and mentor Associates and Senior Associates
• Build strong, long-term client relationships

You will work with clients to analyze their current financial health, help set short/long-term financial goals, and design a realistic plan of action.

You will proactively provide the following:

• Coordination of client meetings including materials, agenda, and post-meeting action item follow-up
• Answers to clients’ questions with superior service front of mind, always
• Financial planning using e-Money
• Trade recommendations and portfolio management
• Achieve annually established goals to obtain client referrals, develop relationships with centers of influence, and develop new business in a rainmaking or closing role.

Demonstrate professional, ethical, and courteous conduct in responsibilities and dealings with clients, prospects, COIs, colleagues, and other entities with which Cerity Partners has a relationship. This includes compliance with legal, professional and established firm standards of conduct.

Required Qualifications:

• Bachelor’s degree
• 7-10 years of professional work experience ideally with 3+ years financial planning or related

Preferred Qualifications:

• CFP designation
• Working knowledge of e-Money, Salesforce, and Excel

Skills & Competencies:

• Focused on doing what’s best for clients and team; passion for client service and delivering meticulous work.
• Growth mindset: willingness to learn, adapt and self-reflect
• Organized and detail oriented
• Proactive and enthusiastic
• Exceptional oral and written communication skills
• Demonstrated success conducting presentations.
• Poised and confident.
• Ability to listen and empathize with clients, spot, and analyze issues, and simplify/explain financial concepts

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

Compensation Range:

$150,000-200,000

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.

Ultimately, outstanding service is about people and relationships. Our people are the nucleus of Cerity Partners. You bring unique expertise, commitment, and knowledge to the firm. By working together, we achieve our mission to positively impact the financial well‑being of our clients, colleagues, and communities. Our services span wealth management, tax, trust, and family office, as well as workplace solutions, retirement plan consulting, corporate venture capital, institutional consulting, and outsourced investment office (OCIO) solutions. That breadth means career paths across many disciplines. Our people drive our success by working together to deliver exceptional service to our clients.

At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed colleagues across every discipline who can keep pace with us. We manage over $190 billion in assets for our clients, and we are routinely recognized as a Top RIA Firm by Barron’s Advisor, Newsweek, USA Today, and more.

The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: finding diverse solutions to suit diverse financial needs.