Wealth Advisor | Principal

San Francisco, CA - USA

Monthly Salary: $ 150000 - 220000

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Position Summary:

Do you have a passion for using your financial planning skills to impact lives Are you motivated when you can help clients reach their goals Do you like the challenge of solving the puzzle that can be a clients complex financial picture Do you have a strong knowledge base that will allow you to explain simple and complex financial solutions to a client Are you motivated to grow professionally and seek an opportunity to become a lead client advisor and leader If you answered yes to the questions above we would like to speak with you about being a Wealth Management Principal on our team.

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:

Bachelors 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 whats 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:

$00

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 $10000 per year for pre-approved degrees and certifications subject to a lifetime maximum of $30000 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 Applicants must be authorized to work for any employer in the U.S.

Required Experience:

Unclear Seniority

Position Summary:Do you have a passion for using your financial planning skills to impact lives Are you motivated when you can help clients reach their goals Do you like the challenge of solving the puzzle that can be a clients complex financial picture Do you have a strong knowledge base that will ...