Principal | Wealth Advisor
Principal | Wealth Advisor
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Salary Not Disclosed
1 Vacancy
Job Description
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The Principal 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 Principal Wealth Advisor leads client meetings collaborates across departments to meet client needs mentors colleagues 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 achieving high levels of 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 actively participate in 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 investment teams etc.) to ensure a holistic approach to each clients financial plan.
Identify cross-department solutions for client needs and able to speak generally of other service offerings.
Mentor and train colleagues on best practices in wealth planning client management and business development.
Proactively interact with clients and lead team to create a spectacular client experience.
Assist with the timely completion and submission of all client related transaction requests.
Involvement in company committees and/or firm-wide initiatives.
Perform other duties as deemed necessary or as directed.
Required Credentials:
Bachelors 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 & Competencies:
Proficiency in 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 Outlook a strong plus.
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 work in order to meet deadlines in a proactive manner with little supervision required.
Must accept and thrive in a fast-paced changing environment.
Tenacious about doing what is right for the client always.
Physical Requirements:
Prolonged periods sitting at a desk and working on a computer.
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 Applicants must be authorized to work for any employer in the U.S.
Required Experience:
Staff IC
Employment Type
Full-Time
