Wealth Advisor

Cerity Partners•New York City, NY

6d•$125,000 - $150,000

About The Position

Cerity Partners Family Office offers specialized support to ultra-high-net-worth families, blending expert financial, estate, and tax management with day-to-day administrative assistance. Our team is dedicated to a personalized service approach, ensuring every client receives tailored solutions to their unique circumstances. We focus on building enduring relationships through professionalism and integrity, simplifying wealth management to provide peace of mind for our clients and their legacies.

Requirements

Client-first relationship leader with strong judgment, discretion, and high responsiveness
Strong team leader who embodies a “We” mentality and elevates the performance of the broader client team
Entrepreneurial mindset – proactively identify needs, solutions, and opportunities
Highly organized, detail-oriented multitasker who thrives in a fast-paced environment
Excellent verbal and written communication skills in a professional context
Advanced Excel abilities; strong working knowledge of Microsoft Office suite
Experience with CRM platforms (Salesforce preferred)
Advanced understanding of comprehensive financial planning (investments, tax planning, insurance, and estate planning)
6-10 years of experience in wealth management
3-7 years of experience leading client relationships in wealth management / financial planning (Family Office/MFO is a plus)
Bachelor’s degree required; preferably in Finance, Economics, or a related field
CFP or other relevant advanced credential (MBA, CFA, CIMA, CPA, etc.)
Series 65 license, or ability to obtain within three months of hire

Nice To Haves

Experience with WealthTech tools (Addepar is a plus)
Experience with advanced trust & estate planning strategies a plus
3-7 years of experience leading client relationships in wealth management / financial planning (Family Office/MFO is a plus)

Responsibilities

Client Relationship Leadership: Own and lead primary client relationships, serving as the trusted advisor and central point of accountability for UHNW individuals and families
Exceed client expectations – providing exceptional service, discretion, and a “go the extra mile” mindset
Drive the client engagement strategy, including meeting cadence, priorities, and communication across stakeholders
Proactively identify client needs, risks, and opportunities, bringing forward solutions and recommendations before they are requested
Integrated Advice & Planning: Deliver strategic, integrated advice across trust & estate planning, tax planning, investments, and financial planning – ensuring decisions are coordinated and aligned to long-term goals
Translate complex planning and investment concepts into clear, actionable guidance for sophisticated clients
Guide overall balance sheet and cash flow strategy, including liquidity planning for lifestyle needs, capital calls, gifting, and taxes
Tax, Trust & Estate Planning: Coordinate closely with internal specialists, client CPAs, and attorneys to support estate planning strategy and implementation
Ensure tax planning is integrated into investment and planning decisions; support quarterly estimates and transaction-driven planning coordination
Partner with internal specialists to advise on insurance considerations as part of an integrated risk management plan
Provide guidance on philanthropic planning and execution
Investment Oversight: Partner with internal specialists on investment strategy – asset allocation, asset location, tax-aware implementation, and performance review
Oversee private investment workflows – subscriptions, entity selection considerations, capital call/distribution monitoring, and client-facing reporting/education
Team Leadership, Project Management & Execution: Lead the client team – set direction, delegate effectively, and ensure consistent, high-quality deliverables
Drive execution and follow-through on all client action items – ensuring deadlines are met and work is documented
Maintain strong organization and oversight of the client’s workflow – ensuring the team operates efficiently and proactively
Entrepreneurship & Growth: Demonstrate entrepreneurial drive to help grow the business through client retention, relationship deepening, and partnering with leadership on new client acquisition efforts
Contribute to the evolution of CPFO’s processes and technology to improve scalability and client experience