Wealth Advisor

Position Summary: 

The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary advisor when needed. The Wealth Advisor leads client meetings, collaborates across departments to meet client needs,mentorscolleagues, and ensures a superior client experience. Your focus will be on growing assets under management while ensuring exceptional client outcomes and satisfaction. 

Primary Responsibilities

• Serve as a key relationship manager for clients, meeting all service needs and achievinghigh levelsof retention. 

• Develop and communicate customized wealth planning strategies based on clients’ financial goals, risk tolerance, and investment preferences. 

• Serve as a secondary advisor for selected clients as needed. 

• Onboard new client relationships through organic pipelines, Custodian Referral Programs, and Workplace Solution Programs. 

• Lead and/or activelyparticipatein prospect presentations and guide new clients through the onboarding process. 

• Lead client meetings through all phases of our wealth planning process. 

• Coordinate with internal departments (tax, legal, investmentteamsetc.) to ensurea holistic approachto each client’s financial plan. 

• Identifycross-department solutions for client needs and able to speakgenerally ofother service offerings. 

• Mentor and train colleagues on best practices in wealth planning, client management, and business development.

• Proactively interact with clients and leadteamto create a spectacular client experience. 

• Assistwith thetimelycompletion and submission of allclientrelated transaction requests. 

• Involvement in company committees and/or firm-wide initiatives. 

• Perform other duties as deemed necessary or as directed. 

Required Qualifications:

• Bachelor’s degree 

• Series 65  

• Completion of CFP® or CFA designation– CPA, JD, CHFC, or another approved advanced designation/degree 

• 7-10+ years of industry experience 

Skills and Competencies:

• Proficiencyin all Wealth Planner functions, plus: 

• Proven leader, decision-maker, and subject matter expert. 

• Independently sources new client revenue and expands upon existing client relationships. 

• Independently develops and communicates wealth planning strategies and manages client relationships.

• Strong interpersonal and networking skills with both external clients and internal collaboration. 

• Working knowledge of e-Money, Salesforce, PowerPoint, Word, Excel, Outlooka strongplus. 

• Ability to listen and empathize with clients, spot, and analyze issues, and simplify/explain financial concepts to provide solutions. 

• Strong attention to detail, exceptional problem-solving skills, and ability to organize and prioritize workin order tomeet deadlines in a proactive manner with little supervisionrequired. 

• Must accept and thrive in a fast-paced, changing environment. 

• Tenacious about doingwhat is right for the client – always. 

Compensation Range:

$140,000 - $160,000

WhyCerityPartners:

Our people drive our success by working together to deliver exceptional service to our clients. Below isa 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

• Financialassistancefor advanced education and professional designations

• Opportunity to give back time to local communities

• Commuter benefits