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