Wealth Advisor

Key Responsibilities:

Client Relationship Leadership:

• Own and lead primary client relationships serving as the trusted advisor and central point of accountability for UHNW individuals and families
• Exceed client expectations providing exceptional service discretion and a go the extra mile mindset
• Drive the client engagement strategy including meeting cadence priorities and communication across stakeholders
• Proactively identify client needs risks and opportunities bringing forward solutions and recommendations before they are requested

Integrated Advice & Planning:

• Deliver strategic integrated advice across trust & estate planning tax planning investments and financial planning ensuring decisions are coordinated and aligned to long-term goals
• Translate complex planning and investment concepts into clear actionable guidance for sophisticated clients
• Guide overall balance sheet and cash flow strategy including liquidity planning for lifestyle needs capital calls gifting and taxes

Tax Trust & Estate Planning:

• Coordinate closely with internal specialists client CPAs and attorneys to support estate planning strategy and implementation
• Ensure tax planning is integrated into investment and planning decisions; support quarterly estimates and transaction-driven planning coordination
• Partner with internal specialists to advise on insurance considerations as part of an integrated risk management plan
• Provide guidance on philanthropic planning and execution

Investment Oversight:

• Partner with internal specialists on investment strategy asset allocation asset location tax-aware implementation and performance review
• Oversee private investment workflows subscriptions entity selection considerations capital call/distribution monitoring and client-facing reporting/education

Team Leadership Project Management & Execution:

• Lead the client team set direction delegate effectively and ensure consistent high-quality deliverables
• Drive execution and follow-through on all client action items ensuring deadlines are met and work is documented
• Maintain strong organization and oversight of the clients workflow ensuring the team operates efficiently and proactively

Entrepreneurship & Growth:

• Demonstrate entrepreneurial drive to help grow the business through client retention relationship deepening and partnering with leadership on new client acquisition efforts
• Contribute to the evolution of CPFOs processes and technology to improve scalability and client experience

What Were Looking For:

Skills & Attributes:

• Client-first relationship leader with strong judgment discretion and high responsiveness
• Strong team leader who embodies a We mentality and elevates the performance of the broader client team
• Entrepreneurial mindset proactively identify needs solutions and opportunities
• Highly organized detail-oriented multitasker who thrives in a fast-paced environment
• Excellent verbal and written communication skills in a professional context

Technical Proficiency:

• Advanced Excel abilities; strong working knowledge of Microsoft Office suite
• Experience with CRM platforms (Salesforce preferred)
• Experience with WealthTech tools (Addepar is a plus)

Experience & Education:

• Advanced understanding of comprehensive financial planning (investments tax planning insurance and estate planning)
• Experience with advanced trust & estate planning strategies a plus
• 6-10 years of experience in wealth management
• 3-7 years of experience leading client relationships in wealth management / financial planning (Family Office/MFO is a plus)
• Bachelors degree required; preferably in Finance Economics or a related field
• CFP or other relevant advanced credential (MBA CFA CIMA CPA etc.)
• Series 65 license or ability to obtain within three months of hire

About Cerity Partners Family Office:

Cerity Partners Family Office offers specialized support to ultra-high-net-worth families blending expert financial estate and tax management with day-to-day administrative assistance. Our team is dedicated to a personalized service approach ensuring every client receives tailored solutions to their unique circumstances. We focus on building enduring relationships through professionalism and integrity simplifying wealth management to provide peace of mind for our clients and their legacies.

Compensation Range:

$125000 - $150000

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a 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

Financial assistance for 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.