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Cerity Partners · 10 hours ago

Senior Associate - Wealth Management

San Francisco, CA

Full-time

Onsite

Mid, Senior Level

$105K/yr - $150K/yr

2+ years exp

Cerity Partners is seeking a Senior Associate Wealth Planner to join their team in San Francisco. This role involves managing a significant number of client relationships, providing exceptional service, and developing tailored financial planning strategies to help clients achieve their goals.

BankingFinanceFinancial Services

No H1B

Responsibilities

Manage a client load of 70-85 clients

Provide exceptional, responsive service and portfolio management to all clients

Establish deep relationships with clients which includes an understanding of their complete financial picture

Understand the firm’s investment philosophy and financial planning approach with proficiency in all areas and commitment to ongoing knowledge development

Perform core client service and portfolio management responsibilities including:

Prepare for and lead client review meetings

Develop portfolio allocations and investment recommendations

Ongoing responsibility for appropriate asset allocation and cash management

Proactive financial planning

Regular, meaningful client contact

Adhere to all standards established for the management of client relationships

Participate in other firm activities such as writing articles for the newsletter

Demonstrate professional, ethical, and courteous conduct in responsibilities and dealings with clients, prospects, COIs, colleagues, and other business entities. This includes compliance with legal, professional, and established firm standards of conduct

May require some travel between the San Francisco and Silicon Valley offices. Infrequent travel to visit clients out-of-state

Qualification

Financial planningEstate planningTax planningCFP® certificationE-MoneySalesforceClient relationship managementProactive work styleProblem-solvingOrganizational skills

Required

Bachelor's degree

2-5+ years financial planning, estate planning and/or tax planning/ preparation experience

Pursuing or has attained a CFP® preferred

Ability to talk to clients independently

Ability to develop wealth planning and investment recommendations and present to clients when applicable

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

Ability to build and maintain relationships with potential and current clients

Tenacious about doing what is right for the client – always

Prolonged periods sitting at a desk and working on a computer

Must be able to lift up to 15 pounds at times

Preferred

Working knowledge of e-Money, Salesforce a strong plus

Benefits

Health, Dental & Vision Insurance

Flexible spending accounts

Health Savings accounts

401k savings & investment plan

Education and Professional Certifications Reimbursement: Cerity Partners will reimburse colleagues up to $10,000 per year for pre-approved degrees and certifications subject to a lifetime maximum of $30,000 and various other conditions.

Flexible Paid Time off