Wealth Advisor

Cerity Partners•Redwood City, CA

5d•$150,000 - $200,000

About The Position

The Wealth Advisor serves clients by providing financial planning services, portfolio management, and advice. The role works collaboratively with Partners and colleagues to manage a client load of 75–80 clients, build long-term client relationships, and help clients assess their financial health, set short- and long-term goals, and develop realistic plans of action. The position also manages and mentors Associates and Senior Associates and contributes to client referrals, relationships with centers of influence, and new business development. The advisor coordinates client meetings and follow-up, responds to client questions, conducts financial planning using e-Money, and makes trade recommendations. The role requires disciplined organization, strong client service, professional and ethical conduct, and compliance with legal, professional, and firm standards. The position involves prolonged periods sitting at a desk and working on a computer, and lifting up to 15 pounds at times. The compensation range is $150,000–$200,000.

Requirements

Bachelor’s degree.
7–10 years of professional work experience, ideally including 3 or more years in financial planning or a related field.
Strong client-service orientation and commitment to meticulous work.
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, identify and analyze issues, and explain financial concepts clearly.
Ability to sit for prolonged periods at a desk and work on a computer.
Ability to lift up to 15 pounds at times.

Nice To Haves

CFP designation.
Working knowledge of e-Money, Salesforce, and Excel.

Responsibilities

Work collaboratively with Partners and colleagues to manage a client load of 75–80 clients.
Provide responsive service, portfolio management, and advice to clients.
Maintain an organized and disciplined approach to managing client activities and tasks.
Manage and mentor Associates and Senior Associates.
Build long-term client relationships; analyze clients’ financial health, help set financial goals, and design plans of action.
Coordinate client meetings, including materials, agendas, and post-meeting action-item follow-up.
Answer clients’ questions with a focus on superior service.
Conduct financial planning using e-Money.
Provide trade recommendations and portfolio management.
Meet annual goals for obtaining client referrals, developing relationships with centers of influence, and developing new business in a rainmaking or closing role.
Demonstrate professional, ethical, and courteous conduct with clients, prospects, centers of influence, colleagues, and other related entities, while complying with legal, professional, and firm standards.