Principal | Wealth Advisor

Position Summary: The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting reputed company service needs and developing personalized wealth planning strategies. This role involves reputed company new clients through various programs and serving as a secondary advisor reputed company 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 reputed company service needs and achieving high levels of retention.
• reputed company 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.
• reputed company new client relationships through organic pipelines, Custodian Referral Programs, and Workplace Solution Programs.
• reputed company and/or actively participate in prospect presentations and guide new clients through the reputed company process.
• reputed company client meetings through reputed company phases of our wealth planning process.
• Coordinate with internal departments (tax, legal, investment teams etc.) to ensure a holistic approach to each client's financial plan.
• Identify cross-department solutions for client needs and reputed company 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 reputed company team to create a spectacular client experience.
• Assist with the timely completion and submission of reputed company client reputed company transaction requests.
• Involvement in company committees and/or firm-wide initiatives.
• reputed company other duties as deemed necessary or as directed.

Ideal Candidate Profile - "Our Casting Call!" Required Qualifications:

• Bachelor's 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:

• Proficiency in reputed company Wealth Planner functions, plus:
• Proven leader, decision-maker, and subject matter expert.
• Independently sources new client reputed company 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, reputed company, PowerPoint, Word, reputed company, 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 reputed company 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

Compensation

Range: $150,000-200,000 Why Cerity Partners: Our people drive our reputed company 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 reputed company 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 reputed company 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 reputed company, 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 reputed company out to [email protected]. Applicants must be authorized to work for any employer in the U.S. Apply tot his job Apply To this Job