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Wealth Management Professional

1 month ago

San Francisco, California, United States Cerity Partners Full time
Job Title: Wealth Advisor

Cerity Partners is seeking a highly skilled and motivated Wealth Advisor to join our team. As a Wealth Advisor, you will play a critical role in providing exceptional client service, financial planning, and investment advice to our high-net-worth clients.

Key Responsibilities:
  • Manage a portfolio of 75-80 clients, providing personalized financial planning and investment advice.
  • Collaborate with Partners and colleagues to deliver exceptional client service and achieve business goals.
  • Mentor and develop Associates and Senior Associates to ensure the growth and success of our team.
  • Build and maintain strong relationships with clients, centers of influence, and other key stakeholders.
  • Stay up-to-date with industry trends and developments, and apply this knowledge to provide innovative solutions to clients.
Requirements:
  • Bachelor's degree and/or CFP designation preferred.
  • 7-10 years of professional experience in financial planning or a related field.
  • Strong communication and interpersonal skills, with the ability to build and maintain relationships with clients and colleagues.
  • Proven track record of delivering exceptional client service and achieving business goals.
  • Ability to work in a fast-paced environment and adapt to changing priorities.
About Cerity Partners:

Cerity Partners is a leading national registered wealth management and institutional consulting firm. Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We value a culture of collaboration, accountability, and continuous learning, and we are committed to providing a world-class client experience.