Wealth Advisor
Share
Job Location:
Denver, CO - USA
Monthly Salary:
$ 140000 - 160000
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Primary Responsibilities
Serve as a key relationship manager for clients meeting all service needs and achievinghigh levelsof 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 activelyparticipatein 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 investmentteamsetc.) to ensurea holistic approachto each clients financial plan.
Identifycross-department solutions for client needs and able to speakgenerally ofother service offerings.
Mentor and train colleagues on best practices in wealth planning client management and business development.
Proactively interact with clients and leadteamto create a spectacular client experience.
Assistwith thetimelycompletion and submission of allclientrelated transaction requests.
Involvement in company committees and/or firm-wide initiatives.
Perform other duties asdeemednecessary or as directed.
Required Qualifications:
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 and Competencies:
Proficiencyin 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 Outlooka strongplus.
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 doingwhat is right for the client always.
Ability to remain steady under pressure read human dynamics accurately and help clients regain a sense of agency during periods of rapid change or uncertainty.
Physical Requirements
Prolongedperiodssitting at a desk and working on a computer.
Compensation Range:
$140000 - $160000
WhyCerityPartners:
Our people drive our success by working together to deliver exceptional service to our clients. Below isa glimpse of the key elements of our total rewards package:
Health dental and vision insurance day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financialassistancefor advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
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
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
Financial Management for Individuals, Businesses, and Nonprofits
