Wealth Advisor | Principal
Position Summary:
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 Management Principal on our team.
Primary Responsibilities:
As a Wealth Management Principal, 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 clients
• Provide exceptional, responsive service, portfolio management, and advice to all clients
• Maintain a disciplined and organized approach to managing numerous client activities and tasks
• Manage and mentor Associates and Senior Associates
• Build 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-up
• Answers to clients' questions with superior service front of mind, always
• Financial planning using e-Money
• Trade 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 Qualifications:
• Bachelor's degree
• 7-10 years of professional work experience ideally with 3+ years financial planning or related
Preferred Qualifications:
• CFP designation
• Working knowledge of e-Money, Salesforce, and Excel
Skills & Competencies:
• Focused 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-reflect
• Organized and detail oriented
• Proactive and enthusiastic
• Exceptional oral and written communication skills
• Demonstrated success conducting presentations. Poised and confident.
• Ability to listen and empathize with clients, spot, and analyze issues, and simplify/explain financial concepts
Physical Requirements:
• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.
Compensation Range:
$150,000-220,000
Top Benefits & Rewards:
• Benefits: Health, Dental & Vision Insurance, Flexible spending accounts, Health Savings accounts, 401k savings & investment plan
• Education and Professional Certifications Reimbursement: Cerity Partners will reimburse colleagues up to $10,000 per year for pre-approved degrees and certifications subject to a lifetime maximum of $30,000 and various other conditions. Eligible for full time colleagues after 90 days of continuous active service.
• Flexible Paid Time off
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.
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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 Management Principal on our team.
Primary Responsibilities:
As a Wealth Management Principal, 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 clients
• Provide exceptional, responsive service, portfolio management, and advice to all clients
• Maintain a disciplined and organized approach to managing numerous client activities and tasks
• Manage and mentor Associates and Senior Associates
• Build 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-up
• Answers to clients' questions with superior service front of mind, always
• Financial planning using e-Money
• Trade 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 Qualifications:
• Bachelor's degree
• 7-10 years of professional work experience ideally with 3+ years financial planning or related
Preferred Qualifications:
• CFP designation
• Working knowledge of e-Money, Salesforce, and Excel
Skills & Competencies:
• Focused 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-reflect
• Organized and detail oriented
• Proactive and enthusiastic
• Exceptional oral and written communication skills
• Demonstrated success conducting presentations. Poised and confident.
• Ability to listen and empathize with clients, spot, and analyze issues, and simplify/explain financial concepts
Physical Requirements:
• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.
Compensation Range:
$150,000-220,000
Top Benefits & Rewards:
• Benefits: Health, Dental & Vision Insurance, Flexible spending accounts, Health Savings accounts, 401k savings & investment plan
• Education and Professional Certifications Reimbursement: Cerity Partners will reimburse colleagues up to $10,000 per year for pre-approved degrees and certifications subject to a lifetime maximum of $30,000 and various other conditions. Eligible for full time colleagues after 90 days of continuous active service.
• Flexible Paid Time off
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.
Apply tot his job
Apply To this Job