Wealth Advisor | Principal

Wealth Advisor | Principal page is loaded## Wealth Advisor | Principalremote type : Hybridlocations : San Francisco, CAtime type : Full timeposted on : Posted Todayjob requisition id : R320

• Position Summary :
• 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 :
• $150,000-220,000
• Top Benefits & Rewards :
• Benefits
• : Health, Dental & Vision Insurance, Flexible spending accounts, Health Savings accounts, 401k savings & investment plan
• Education and Professional Certifications Reimbursement
• : Cerity Partners will reimburse colleagues up to $10,000 per year for pre-approved degrees and certifications subject to a lifetime maximum of $30,000 and various other conditions. Eligible for full time colleagues after 90 days of continuous active service.
• Flexible Paid Time off
• 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.
• Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set.Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal : Finding diverse solutions to suit diverse financial needs.

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