Wealth Advisor

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.

• Partner in the long-term succession and continuity planning of the practice

• Serve as a secondary advisor for selected clients as needed.  

• Support organic growth and 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 Associate Advisors and Client Service Associates, helping them grow in confidence, decision-making, and client presence.

• Model Cerity Partners' fiduciary mindset, collaborative approach, and client-first culture.

• 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.  

Our Ideal Candidate:

• Has already mastered the technical craft of wealth management

• Enjoys thinking, advising, and deciding

• ​Wants to be part of a fiduciary, advice-only firm at institutional scale

• Is energized by mentoring others and shaping culture

• Is ready for a role with ownership, influence, and legacy

Required Qualifications:  

• Bachelor’s degree  

• Series 65   

• Completion of CFP® or CFA designation– CPA, JD, CHFC, or another approved advanced designation/degree

• 7-10+ years of industry experience

• Working knowledge of e-Money, Salesforce, and the Microsoft Office Suite

Required Skills and Competencies:  

• 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, and the Microsoft Office Suite 

• 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.  

• Ability to remain steady under pressure, read human dynamics accurately, and help clients regain a sense of agency during periods of rapid change or uncertainty.

Physical Requirements 

• Prolonged periods sitting at a desk and working on a computer.   

Compensation Range: 

$140,000 - $160,000

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