Ceritypartners
Wealth Advisor
Nashville, TN · Senior
No sponsorship$95k-$120kDetected 1 day ago
SalesforceExcelProblem SolvingPublic SpeakingMicrosoft OfficeCFA
About the role
- This role involves onboarding new clients through various programs and serving as a secondary advisor when needed.
- Your focus will be on growing assets under management while ensuring exceptional client outcomes and satisfaction.
- Serve as a key relationship manager for clients, meeting all service needs and achieving high levels of retention.
Responsibilities
- Develop and communicate customized wealth planning strategies based on clients' financial goals, risk tolerance, and investment preferences.
- 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.
- Proactively interact with clients and lead team to create a exemplary client experience.
- Perform other duties as deemed necessary or as directed.
- Our people drive our success by working together to deliver exceptional service to our clients.
- Why Cerity Partners:
- Cerity Partners is committed to providing an environment where all individuals can be their authentic selves.
- Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs.
Requirements
- Bachelor's degree
- Completion of CFP® or CFA designation- CPA, JD, CHFC, or another approved advanced designation/degree
- 3-6+ years of industry experience
- Applicants must be authorized to work for any employer in the U.S.
Nice to have
- Proven leader, decision-maker, and subject matter expert.
- Independently sources new client revenue and expands upon existing client relationships.
- Strong interpersonal and networking skills with both external clients and internal collaboration.
- Working knowledge of e-Money, Salesforce, PowerPoint, Word, Excel, 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 thrive in a fast-paced, changing environment.
- Tenacious about doing what is right for the client - always.
Compensation
- $95,000 - $120,000
Benefits
- Health, dental, and vision insurance - day 1!
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Commuter benefits
- Below is a glimpse of the key elements of our total rewards package:
Company info
- Involvement in company committees and/or firm-wide initiatives.
Equal opportunity
- We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues.
Visa & Work Authorization
- Applicants must be authorized to work for any employer in the U.S.
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This listing is sourced directly from Ceritypartners's careers page and normalized into a canonical job model.