Cerity Partners · 21 hours ago
Wealth Advisor
New York, NY
Full-time
Onsite
Senior Level
$125K/yr - $150K/yr
6+ years expCerity Partners is a company that offers specialized support to ultra-high-net-worth families, blending expert financial, estate, and tax management with day-to-day administrative assistance. The Wealth Advisor will own and lead primary client relationships, providing integrated advice and planning across various financial domains while ensuring exceptional client service and engagement.
BankingFinanceFinancial Services
No H1B
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
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
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
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
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 client’s workflow – ensuring the team operates efficiently and proactively
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 CPFO’s processes and technology to improve scalability and client experience
Qualification
Required
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
Advanced understanding of comprehensive financial planning (investments, tax planning, insurance, and estate planning)
6-10 years of experience in wealth management
3-7 years of experience leading client relationships in wealth management / financial planning
Bachelor's 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
Advanced Excel abilities; strong working knowledge of Microsoft Office suite
Preferred
Experience with advanced trust & estate planning strategies a plus
Experience with CRM platforms (Salesforce preferred)
Experience with WealthTech tools (Addepar is a plus)
Family Office/MFO experience is a plus
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