Financial Services Consultant

2 weeks ago


Marquand, Missouri, United States Cerity Partners Full time

Cerity Partners, a leading national registered wealth management and institutional consulting firm, is seeking a skilled Financial Services Consultant to join our team.

As a key member of our advisory team, you will be responsible for delivering exceptional client service by executing routine tasks, handling requests, and ensuring CRM data accuracy.

This role involves learning about investment products, improving internal processes, and developing knowledge of investment accounts and products. You will also process account openings, schedule client meetings, prepare client forms and financial reports, and coordinate colleague coverage.

You will work closely with our advisory team to lead process improvements, interact with custodians, process paperwork, and develop skills in cash transfers, wires, data maintenance, reporting, and trading as needed.

We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards.

The ideal candidate will possess strong communication, organizational, and time management skills, with the ability to work in a team-based environment and adapt to a fast-paced, changing environment.

The estimated salary for this position is $70,000 - $90,000 per year, depending on location and experience.



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