Cerity Partners
Wealth Advisor
Cerity Partners, San Francisco, California, United States, 94199
Job Details
Job LocationSan Francisco 2 - San Francisco, CA
Position TypeFull Time
Education Level4-year degree or above
Salary Range$150,000.00 - $200,000.00 Salary/year
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? 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 Advisor on our team.
The Principal 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 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 on growing assets under management while ensuring exceptional client outcomes and satisfaction.
Primary Responsibilities:Work collaboratively with Partners and colleagues to manage a client load of 75-80 clientsProvide exceptional, responsive service, portfolio management, and advice to all clientsMaintain a disciplined and organized approach to managing numerous client activities and tasksManage and mentor Associates and Senior AssociatesBuild 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-upAnswers to clients' questions with superior service front of mind, alwaysFinancial planning using e-MoneyTrade 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 Credentials:
Bachelor's degreeSeries 65Completion of CFP® or CFA designation- CPA, JD, CHFC, or another approved advanced designation/degree7-10+ years of industry experienceSkills & 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 - alwaysPhysical Requirements:
Prolonged periods sitting at a desk and working on a computer.Company 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
Job LocationSan Francisco 2 - San Francisco, CA
Position TypeFull Time
Education Level4-year degree or above
Salary Range$150,000.00 - $200,000.00 Salary/year
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? 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 Advisor on our team.
The Principal 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 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 on growing assets under management while ensuring exceptional client outcomes and satisfaction.
Primary Responsibilities:Work collaboratively with Partners and colleagues to manage a client load of 75-80 clientsProvide exceptional, responsive service, portfolio management, and advice to all clientsMaintain a disciplined and organized approach to managing numerous client activities and tasksManage and mentor Associates and Senior AssociatesBuild 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-upAnswers to clients' questions with superior service front of mind, alwaysFinancial planning using e-MoneyTrade 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 Credentials:
Bachelor's degreeSeries 65Completion of CFP® or CFA designation- CPA, JD, CHFC, or another approved advanced designation/degree7-10+ years of industry experienceSkills & 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 - alwaysPhysical Requirements:
Prolonged periods sitting at a desk and working on a computer.Company 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