Wealth Advisor

Cerity-Partners; West Conshohocken (PA); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Health insurance from day 1

401(k) with 4% match

Flexible PTO

Parental Leave

Professional designations support

Commuter benefits

Job summary

Cerity Partners is seeking a Wealth Advisor to serve as a key relationship manager, developing personalized wealth planning and investment strategies. You will onboard new clients, lead meetings, and collaborate across departments to deliver a superior client experience.

The role requires senior-level experience, Series 65, and professional designations (CFP or CFA). You will mentor colleagues and contribute to business development while maintaining high client retention in a fast-paced

Qualifications

• Bachelor’s degree required.
• CFP or CFA designation required; CPA/JD/MBA or equivalent considered.
• 5–10+ years of industry experience preferred.

Responsibilities

• Serve as a key relationship manager for clients and achieve high retention.
• Develop and communicate customized wealth planning strategies based on goals and risk tolerance.
• Onboard new clients through various programs and act as a secondary advisor when needed.
• Lead client meetings and guide onboarding while coordinating with tax, legal, and investment teams to ensure holistic plans.
• Mentor colleagues on wealth planning, client management, and business development.

Skills

Leadership

Client relationship management

Networking

Attention to detail

Problem solving

Education

Bachelor’s degree

CFP or CFA designation

Advanced designation (CPA/JD/MBA)

Tools

e-Money

Salesforce

PowerPoint

Word

Excel

Outlook

Job description

The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning and investment strategies. This role also involves onboarding new clients through various programs and serving as a secondary advisor when needed. The Principal Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. Your focus will be ensuring exceptional client outcomes and satisfaction, which, if done properly, will also grow assets under management.Primary ResponsibilitiesServe 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.Understand and be able to communicate the firm’s investment platform & objectives including the extensive array of private market opportunities.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 exceptional 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 degreeSeries 65Completion of CFP or CFA designation– CPA, JD, MBA, or another approved advanced designation/degree5-10+ years of industry experienceSkills 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, 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.Compensation Range:$120,000 - $150,000Why 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% matchFlexible PTO policyParental LeaveFinancial assistance for advanced education and professional designationsOpportunity to give back time to local communitiesCommuter benefitsCerity 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.