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Cerity Partners

Principal | Wealth Advisor

Cerity Partners, Chicago, IL, United States


Job Details

Job Location
Chicago Office - Chicago, IL

Salary Range
$140,000.00 - $160,000.00 Salary/year

The Principal Wealth Advisor serves as a key relationship and investment 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. This is the perfect role for someone who enjoys the analytical aspects of portfolio management and welcomes the opportunity to develop relationships with a wonderful group of clients, ultimately growing to serve as their primary advisor.

Primary Responsibilities:
  • Serve as a key relationship and investment 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.
  • Serve as a secondary advisor for selected clients as needed.
  • Onboard new client relationships through organic pipelines, Custodian Referral Programs, and Workplace Solution Programs.
  • Day-to-day management of client portfolios.
  • Responding to incoming requests from clients, external advisors, custodians and investment managers as needed.
  • Prepare and lead client and prospect meetings.
  • Participation in portfolio reviews and new business presentations.
  • Identify cross-department solutions for client needs and able to speak generally of other service offerings.
  • 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.
Ideal Candidate

Required Credentials:
  • Bachelor's or master's degree plus CFA (completed or in progress) or other qualifications, such as CIMA, CAIA, or CFP
  • Desire to move into a full-time advisor role, being the primary contact for clients
  • 5+ years of progressive experience at a private bank, registered investment adviser or asset management firm
  • Ability to manage conflicting priorities in a dynamic environment with deadline pressures
  • Proficiency with Addepar, eMoney, Salesforce
Skills & Competencies:
  • Proficiency in all Advisor 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.
  • Considerable experience with the use of alternative investments in client portfolios
  • 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.
Physical 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 experience
  • You value the collaboration of insightful, experienced colleagues to deliver our services
  • You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills