Investment Consultant

2 weeks ago

Lexington, Kentucky, United States Cerity Partners Full time
Position Overview

Experience Level
Experienced

Location
Remote

Compensation
$70,000 - $80,000

Are you driven by the desire to leverage your financial expertise to create meaningful outcomes? Do you thrive on assisting clients in reaching their financial aspirations? If so, consider the role of a Financial Advisor, where collaboration within a team is essential for nurturing existing client relationships and exploring new client opportunities. In this capacity, you will oversee investment portfolios across a variety of accounts, ensuring a client-focused and tax-efficient approach while providing guidance on financial planning matters.

Key Responsibilities:

As a Financial Advisor, your duties will encompass supporting a client-facing team through the following activities:
  • Engage actively in client meetings, preparing materials, setting agendas, and conducting follow-ups post-meeting.
  • Implement and oversee investment and financial planning processes, including estate planning, tax strategies, and portfolio management.
  • Monitor and manage portfolio allocations, investment recommendations, and the analysis of diverse investment vehicles.
  • Assist Wealth Management advisors in onboarding new clients.
  • Evaluate clients' financial health, help establish short- and long-term financial objectives, and create actionable plans.
  • Utilize e-Money software and other tools to prepare and present financial planning.
  • Organize and maintain client files along with all essential custodian documents.
  • Act as a liaison between advisors and custodians, managing account openings and maintenance paperwork.
  • Proactively engage with clients to enhance their experience.
  • Ensure timely completion and submission of all client-related transaction requests.
  • Maintain the CRM system (Salesforce), including reporting and filing systems.
  • Promote the values, ethics, and unique approach of our firm in personal finance and financial planning.
  • Participate in ad-hoc projects as assigned, demonstrating flexibility and initiative to meet the evolving needs of the team and organization.
  • Perform other duties as required.
Ideal Candidate Profile:
  • Bachelor's degree required; pursuing CFP designation or obtaining it within a year is strongly preferred.
  • 2-5 years of experience in investment advisory; client interaction experience is a plus.
  • Proficient in Microsoft Office; familiarity with Excel, PowerPoint, eMoney, and Salesforce is preferred.
  • Exceptional communication skills across various formats (meetings, reports, emails, phone calls).
  • Strong organizational skills in managing daily tasks, projects, and team dynamics.
  • High attention to detail in calculations and presentations.
  • Able to work under pressure with changing deadlines and priorities.
  • Commitment to confidentiality.
  • Self-motivated, disciplined, and a collaborative team player with strong ethics and integrity.
  • Emotional Intelligence (E.Q.)
Additional Requirements:
  • Travel may be necessary for in-person training.
Company Overview:

Cerity Partners is a prominent national registered wealth management and institutional consulting firm dedicated to serving high-net-worth individuals, their families, businesses, and nonprofit organizations. Our team of in-house experts, including attorneys, tax advisors, financial planners, and investment professionals, is committed to delivering objective financial advice and oversight.

Our mission is to enhance the financial well-being of our clients through impartial financial guidance. Our culture fosters this mission, driven by a simple formula: People First + Accountability = Winning Outcomes. We expect our team members to fulfill their responsibilities, understand the interconnectedness of our operations, and uphold the highest standards of accountability.

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