Wealth Management Principal

2 weeks ago

Houston, Texas, United States Cerity Partners Full time
Job Title: Wealth Management Principal

Cerity Partners is seeking a highly skilled Wealth Management Principal to join our experienced team of client-facing partners in Houston, TX. As a key member of our team, you will be responsible for providing comprehensive financial planning services to our clients, including estate planning, tax planning, and investment advisory services.

Key Responsibilities:
  • Build and maintain strong relationships with clients, providing personalized financial planning services and solutions.
  • Develop and implement comprehensive financial plans, including investment policy and portfolio construction.
  • Provide estate planning solutions, tax planning advice, and coordination of client meetings.
  • Communicate effectively with clients, colleagues, and other stakeholders to deliver exceptional client service.
  • Maintain accurate and up-to-date client data in Salesforce and adhere to designated workflows and compliance procedures.
Requirements:
  • Bachelor's degree required; CFP preferred.
  • 7+ years of experience in financial planning, estate planning, and/or tax planning/preparation.
  • Strong leadership skills, effective communication, and collaboration with others.
  • Excellent interpersonal and networking skills, with the ability to listen and empathize with clients.
  • Working knowledge of eMoney, Salesforce, Orion, Holistiplan, and Microsoft Office.
  • Ability to analyze complex financial issues and provide simple, effective solutions.
  • Strong attention to detail, problem-solving skills, and ability to prioritize work effectively.
  • Coachable professional with good business sense and a dynamic personality.
  • Flexible, adaptable, and able to anticipate and resolve complex issues.
  • Superior written and oral communication/presentation skills.
  • Confidentiality and professional integrity of the highest order.
  • Ability to develop referral sources and prospects, with strong business development skills.
About Cerity Partners:

Cerity Partners is a leading national registered wealth management and institutional consulting firm, serving high-net-worth individuals and their families, businesses, and nonprofit organizations. Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. 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.

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