Cerity Partners · 4 months ago
Senior Wealth Advisor - Trust & Estates
Jacksonville, FL
Full-time
Hybrid
Senior Level
$100K/yr - $125K/yr
5+ years expCerity Partners is a growing wealth management firm seeking a Senior Wealth Advisor specializing in Trust & Estates. The role involves managing complex trust relationships, providing estate planning services, and collaborating with clients and partners to create actionable estate plans.
BankingFinanceFinancial Services
No H1B
Responsibilities
Supporting and collaborating with the head of Trust & Estates and collaborating with client-facing Partners, their clients and prospects to outline specific, actionable estate plans. This would include:
Supporting the head of Trust & Estates to manage an existing book of complex trusts and estates, while continuing to grow the business
Helping client-facing Partners to win business by providing estate planning services during the prospect stage
Reviewing existing estate planning documents of identified clients and prospects and summarizing same
Quarterbacking referrals of clients implementing estate plans to outside legal counsel for preparation of planning documents and working to execute the agreed upon plan
Review and quality control of estate planning documents prepared by outside legal counsel prior to client execution
Ongoing dialogue with clients on trust and estate planning issues to address issues as circumstances and laws change
Participation in quarterly client board meetings and taking Minutes
Responding to internal questions about trust and estate planning and administration issues as they arise
Act as a resource and expert for one-off questions or scoping unique projects
Qualification
Required
Bachelor's degree or equivalent experience in business, finance, marketing, or a related field
5 – 10 years of experience in managing complex trust and estate relationships
Paralegal experience required at a minimum
Strong background in trust and estate administration and knowledge in tax is required
Knowledge (and practice) in the areas of complex trust administration and management, estate planning (all types of trusts, including revocable trusts, powers of attorney, medical directives, GRATs, CLATs, CRUTs, ILITs, dynasty trusts, gift arrangement etc.)
Detail-oriented with strong verbal and written communication skills, professional presentation, and organizational skills, and strong reading comprehension skills
Proficient in Excel, Word, and PowerPoint
Demonstrates ability to stay abreast of ever-changing estate and trust tax laws
Preferred
CTFA preferred
Benefits
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
Company
Cerity Partners
Cerity Partners is a financial services company specializes in banking,finance and personal loan.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Audax Private Debt
2022-07-29Debt Financing
2022-07-13Acquired
2021-02-21Debt Financing
Leadership Team
Kurt Miscinski
President & CEO
Carol Benz
Partner & Chief People Officer
Recent News
2026-01-22
2026-01-16
Private Banker International
2026-01-11
Company data provided by crunchbase