Wealth Advisor
职位描述
Job Description
Position Summary:
Do you have a passion for using your financial planning skills to impact lives? Are you motivated when you can help clients reach their goals? Do you like the challenge of solving the puzzle that can be a client's complex financial picture? Do you have a strong knowledge base that will allow you to explain simple and complex financial solutions to a client? Are you motivated to grow professionally and seek an opportunity to become a lead client advisor and leader? If you answered yes to the questions above, we would like to speak with you about being a Wealth Management Principal on our team.
Primary Responsibilities:
As a Wealth Management Principal, you will serve our clients with a range of financial planning services, which require the following responsibilities:
Work collaboratively with Partners and colleagues to manage a client load of 75-80 clients
Provide exceptional, responsive service, portfolio management, and advice to all clients
Maintain a disciplined and organized approach to managing numerous client activities and tasks
Manage and mentor Associates and Senior Associates
Build strong, long-term client relationships. You will work with clients to analyze their current financial health, help set short/long-term financial goals, and design a realistic plan of action. You will proactively provide the following: Coordination of client meetings including materials, agenda, and post-meeting action item follow-up
Answers to clients’ questions with superior service front of mind, always
Financial planning using e-Money
Trade recommendations and portfolio management
Achieve annually established goals to obtain client referrals, develop relationships with centers of influence, and develop new business in a rainmaking or closing role.
Demonstrate professional, ethical, and courteous conduct in responsibilities and dealings with clients, prospects, COIs, colleagues, and other entities with which Cerity Partners has a relationship. This includes compliance with legal, professional and established firm standards of conduct.
Required Qualifications:
Bachelor’s degree
7-10 years of professional work experience ideally with 3+ years financial planning or related
Preferred Qualifications:
CFP designation
Working knowledge of e-Money, Salesforce, and Excel
Skills & Competencies:
Focused on doing what’s best for clients and team; passion for client service and delivering meticulous work.
Growth mindset: willingness to learn, adapt and self-reflect
Organized and detail oriented
Proactive and enthusiastic
Exceptional oral and written communication skills
Demonstrated success conducting presentations. Poised and confident.
Ability to listen and empathize with clients, spot, and analyze issues, and simplify/explain financial concepts
Physical Requirements:
Prolonged periods sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
Compensation Range:
$150,000-200,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.
公司 · Company
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