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.
Primary Responsibilities:
As a Wealth Advisor you will serve our clients with a range of financial planning services, which require the following 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.Ideal Candidate Profile:
Bachelor's degree and/or CFP designation preferred - CPA a plus7-10 years of professional work experience ideally with 3+ years financial planning or related experienceFocused on doing what's best for clients and team; passion for client service and delivering meticulous work.Growth mindset: willingness to learn, adapt and self-reflectOrganized and detail orientedProactive and enthusiasticExceptional oral and written communication skillsDemonstrated success conducting presentations. Poised and confident.Ability to listen and empathize with clients, spot, and analyze issues, and simplify/explain financial conceptsPassionate about the wealth management industryStrong networker; builds and maintains relationshipsWorking knowledge of e-Money, Salesforce, and Excel, a strong plusCompany 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.
Primary Responsibilities:
As a Wealth Advisor you will serve our clients with a range of financial planning services, which require the following 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.Ideal Candidate Profile:
Bachelor's degree and/or CFP designation preferred - CPA a plus7-10 years of professional work experience ideally with 3+ years financial planning or related experienceFocused on doing what's best for clients and team; passion for client service and delivering meticulous work.Growth mindset: willingness to learn, adapt and self-reflectOrganized and detail orientedProactive and enthusiasticExceptional oral and written communication skillsDemonstrated success conducting presentations. Poised and confident.Ability to listen and empathize with clients, spot, and analyze issues, and simplify/explain financial conceptsPassionate about the wealth management industryStrong networker; builds and maintains relationshipsWorking knowledge of e-Money, Salesforce, and Excel, a strong plusCompany 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