Wealth Advisor

Position Summary:      The 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 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     Serve as a key relationship 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.    Lead and/or actively   participate   in prospect presentations and guide new clients through the onboarding process.    Lead client meetings through all phases of our wealth planning process.    Coordinate with internal departments (tax, legal, investment   teams   etc.) to ensure   a holistic approach   to each client’s financial plan.    Identify   cross-department solutions for client needs and able to speak   generally of   other service offerings.    Mentor and train colleagues on best practices in wealth planning, client management, and business development.    Proactively interact with clients and lead   team   to create   a   exceptional   client experience.    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.    Required Qualifications:     Bachelor’s degree    Series 65     Completion of CFP® or CFA designation– CPA, JD, CHFC, or another approved advanced designation/degree    5+ years of industry experience    Skills and 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 – always.    Compensation Range:   $90,000-130,000 Why   Cerity   Partners :   Our people drive our success by working together to deliver exceptional service to our clients. Below is   a glimpse of the key elements of our total rewards package:   Health, dental, and vision insurance – day 1!   401(k) savings and investment plan options with 4% match   Flexible PTO policy   Parental Leave   Financial   assistance   for advanced education and professional designations   Opportunity to give back time to local communities   Commuter benefits   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.