Wealth Advisor

Denver, CO - USA

Monthly Salary: $ 140000 - 160000

Posted on: 30+ days ago

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.

Partner in the long-term succession and continuity planning of the practice

Serve as a secondary advisor for selected clients as needed.

Support organic growth and 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 Associate Advisors and Client Service Associates helping them grow in confidence decision-making and client presence.

Model Cerity Partners fiduciary mindset collaborative approach and client-first culture.

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.

Our Ideal Candidate:

Has already mastered the technical craft of wealth management

Enjoys thinking advising and deciding

Wants to be part of a fiduciary advice-only firm at institutional scale

Is energized by mentoring others and shaping culture

Is ready for a role with ownership influence and legacy

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
Working knowledge of e-Money Salesforce and the Microsoft Office Suite

Required Skills and Competencies:

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 and the Microsoft Office Suite

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

Primary ResponsibilitiesServe 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.Partner in the long-term suc...