Executive Financial Counseling Principal
3 weeks ago
Role Overview
Cerity Partners is seeking a highly skilled and experienced Executive Financial Counseling Principal to join our team. As a key member of our Executive Financial Counseling (EFC) team, you will play a critical role in providing comprehensive financial advice to our clients.
Key Responsibilities
- Analyze clients' current financial health and help set short/long-term financial goals
- Design a comprehensive and personalized plan of action to achieve clients' financial objectives
- Provide estate planning solutions, income tax advice, and investment planning and management
- Coordinate client meetings, including materials, agenda, and post-meeting action item follow-up
- Manage client data in Salesforce and follow designated workflows and compliance procedures
Requirements
- Bachelor's degree and CFP designation preferred
- ~4+ years financial planning, estate planning, and/or tax planning/preparation experience
- Strong interpersonal and networking skills with both external clients and internal collaboration
- Working knowledge of e-Money, Salesforce, PowerPoint, Word, Excel, and Outlook
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 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
We are dedicated to positively impacting the financial well-being of our clients by delivering objective financial advice. If you have a strong affinity for financial services, exceptional communication, organization, and prioritization skills, we encourage you to apply for this exciting opportunity.
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