Cerity Partners
Principal | Wealth Advisor
Cerity Partners, Chicago, Illinois, United States, 60290
Job Details
LevelExperienced
Job LocationChicago Office - Chicago, IL
Position TypeFull Time
Education Level4-year degree or above
Job CategoryFinance
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? If you answered yes to the questions above, we would like to speak with you about becoming a Principal on our Executive Financial Counseling (EFC) team. EFC is a top-tier service to help clients manage all aspects of their financial life (including, compensation and benefits; income tax planning and filing; estate planning and wealth transfer; retirement planning; risk management and insurance planning; and investment planning).
Primary Responsibilities:
As an Executive Financial Counseling/ Wealth Management Principal, you will fundamentally serve as a personal CFO for clients with a range of financial planning and investment services, which require the following:Build strong, long-term relationships with our holistic wealth management clients. You will work with clients to analyze all aspects of their current financial health, help set short/long-term financial goals, and design a comprehensive and personalized plan of action. You will proactively provide the following:
Estate planning solutions and document summaries along with gifting and wealth transfer strategiesIncome tax advice and preparation for high-net-worth individualsCompensation and benefits planning to address deferred compensation plans, 83b elections, 10b5-1 programs and moreInvestment planning and management using a disciplined, goal-based approach to create responsive and durable portfoliosRetirement planning to optimize investment portfolios and retirement assetsRisk management and insurance planning including asset protection strategies and insurance coverage reviewCoordination of client meetings including materials, agenda, and post-meeting action item follow-upFinancial planning using e-Money
Provide comprehensive financial advice: You will determine what level of financial plan and support is needed for each client and adjust their level of service accordinglyCommunicate: You must be a superior, proactive communicator who can adjust your message and style to the needs of our clients. You must have a disciplined approach to client follow-up with superior service front of mind, alwaysBrand Ambassador: Enthusiastically advocate the values, ethics, and unique approach our company takes to personal financial planningData Management: You must maintain all data in Salesforce and follow designated workflows and compliance proceduresOther duties as assignedIdeal Candidate Profile:
Bachelor's degree and CFP designation preferred - CPA, CFA, JD, CHFC, and EA a plus4+ years financial planning, estate planning and/or tax planning/preparation experienceDemonstrate strong and effective leadership skills through clear communication and collaboration with othersStrong interpersonal and networking skills with both external clients and internal collaborationWorking knowledge of e-Money, salesforce, PowerPoint, Word, Excel, Outlook a strong plusAbility to listen and empathize with clients, spot, and analyze issues, and simplify/explain financial concepts to provide solutionsStrong 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 requiredMust accept and thrive in a fast-paced, changing environmentAbility to build and maintain relationships with potential and current clientsCollaborate with colleagues to present to prospective clients and centers of influenceTenacious about doing what is right for the client - alwaysCompany Overview:
Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:
You understand the need to provide a world-class client experienceYou value the collaboration of insightful, experienced colleagues to deliver our servicesYou demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills
LevelExperienced
Job LocationChicago Office - Chicago, IL
Position TypeFull Time
Education Level4-year degree or above
Job CategoryFinance
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? If you answered yes to the questions above, we would like to speak with you about becoming a Principal on our Executive Financial Counseling (EFC) team. EFC is a top-tier service to help clients manage all aspects of their financial life (including, compensation and benefits; income tax planning and filing; estate planning and wealth transfer; retirement planning; risk management and insurance planning; and investment planning).
Primary Responsibilities:
As an Executive Financial Counseling/ Wealth Management Principal, you will fundamentally serve as a personal CFO for clients with a range of financial planning and investment services, which require the following:Build strong, long-term relationships with our holistic wealth management clients. You will work with clients to analyze all aspects of their current financial health, help set short/long-term financial goals, and design a comprehensive and personalized plan of action. You will proactively provide the following:
Estate planning solutions and document summaries along with gifting and wealth transfer strategiesIncome tax advice and preparation for high-net-worth individualsCompensation and benefits planning to address deferred compensation plans, 83b elections, 10b5-1 programs and moreInvestment planning and management using a disciplined, goal-based approach to create responsive and durable portfoliosRetirement planning to optimize investment portfolios and retirement assetsRisk management and insurance planning including asset protection strategies and insurance coverage reviewCoordination of client meetings including materials, agenda, and post-meeting action item follow-upFinancial planning using e-Money
Provide comprehensive financial advice: You will determine what level of financial plan and support is needed for each client and adjust their level of service accordinglyCommunicate: You must be a superior, proactive communicator who can adjust your message and style to the needs of our clients. You must have a disciplined approach to client follow-up with superior service front of mind, alwaysBrand Ambassador: Enthusiastically advocate the values, ethics, and unique approach our company takes to personal financial planningData Management: You must maintain all data in Salesforce and follow designated workflows and compliance proceduresOther duties as assignedIdeal Candidate Profile:
Bachelor's degree and CFP designation preferred - CPA, CFA, JD, CHFC, and EA a plus4+ years financial planning, estate planning and/or tax planning/preparation experienceDemonstrate strong and effective leadership skills through clear communication and collaboration with othersStrong interpersonal and networking skills with both external clients and internal collaborationWorking knowledge of e-Money, salesforce, PowerPoint, Word, Excel, Outlook a strong plusAbility to listen and empathize with clients, spot, and analyze issues, and simplify/explain financial concepts to provide solutionsStrong 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 requiredMust accept and thrive in a fast-paced, changing environmentAbility to build and maintain relationships with potential and current clientsCollaborate with colleagues to present to prospective clients and centers of influenceTenacious about doing what is right for the client - alwaysCompany Overview:
Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:
You understand the need to provide a world-class client experienceYou value the collaboration of insightful, experienced colleagues to deliver our servicesYou demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills