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Cerity Partners · 1 day ago

Wealth Advisor

Cincinnati, OH

Full-time

Onsite

Senior Level

7+ years exp

Cerity Partners is a company focused on delivering exceptional service to clients, and they are seeking a Principal Wealth Advisor to serve as a key relationship manager. This role involves onboarding new clients, developing personalized wealth planning strategies, leading client meetings, and collaborating with various departments to ensure a superior client experience.

BankingFinanceFinancial Services

No H1B

Responsibilities

Serve as a key relationship manager for clients, meeting all service needs and achieving high levels of retention

Develop 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

Onboard new client relationships through organic pipelines, Custodian Referral Programs, and Workplace Solution Programs

Lead and/or actively participate in 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, investment teams etc.) to ensure a holistic approach to each client’s financial plan

Identify cross-department solutions for client needs and able 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 lead team to create a spectacular client experience

Assist with the timely completion and submission of all client related transaction requests

Involvement in company committees and/or firm-wide initiatives

Perform other duties as deemed necessary or as directed

Qualification

Series 65CFP®CFA designationWealth planning strategiesE-MoneySalesforceInterpersonal skillsNetworking skillsClient managementProblem-solving skillsAttention to detail

Required

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

Proficiency in all Wealth Planner functions

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

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 doing what is right for the client – always

Working knowledge of e-Money, Salesforce, PowerPoint, Word, Excel, Outlook a strong plus