Position Summary:
Cerity Partners’ Cross-Border Team is seeking a dynamic early-to-mid-career professional with a strong foundation in financial planning and investing to join our growing team. This unique role offers an opportunity to collaborate with a group of highly skilled financial advisors in preparing financial plans for high-net-worth clients across the world. The position encompasses a variety of client-focused responsibilities, including portfolio analysis, financial planning and direct client communication. This a hybrid opportunity and can be based in our New York, NY, Westfield, NJ, Boca Raton, FL, or Chicago, IL office.
Our Cross-Border Team specializes in working with a diverse clientele, including Americans living abroad and non-U.S. citizens both inside and outside the United States. While an international perspective is advantageous, it is not a strict requirement. The ideal candidate will have a college degree in a relevant discipline along with an international background - living or studying abroad, studying international business, or extensive travel internationally.
International Wealth Advisor Job Responsibilities:
Develop comprehensive cross-border financial plans tailored to clients' unique needs.
Conduct portfolio analysis and provide insights to optimize client investment strategies.
Communicate regularly with clients to address inquiries, deliver updates, and provide exceptional service.
Stay informed on global financial trends, tax considerations, and cross-border planning strategies.
Build strong relationships with clients from diverse national and cultural backgrounds.
Ideal Candidate Profile – “Our Casting Call!”
The ideal candidate will have some (but not necessarily all) of the following qualifications and attributes:
Professional Credentials:
CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), MBA, CPA (Certified Public Accountant), or JD (Juris Doctor) preferred.
Relevant Experience:
A background in financial planning, private banking, or wealth management.
Training or experience in formal financial planning methodologies.
International Expertise:
Experience living and working outside the United States is a significant asset.
Familiarity with global financial systems, tax considerations, and cross-border regulatory environments.
Ability to connect with individuals from diverse cultural and national backgrounds.
Compensation Range:
$145,000-165,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
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
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.
Cerity Partners Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cerity Partners and has not been reviewed or approved by Cerity Partners.
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Retirement Support — An employer 401(k) match is part of the package, supporting long-term savings. Feedback suggests retirement benefits are a consistent component across materials.
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Leave & Time Off Breadth — Flexible PTO, paid holidays, and paid parental leave are explicitly included, enabling time away when needed. Feedback suggests time-off policies are viewed as a strong element of the offering.
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Wellbeing & Lifestyle Benefits — Hybrid work, commuter benefits, employee assistance resources, and optional spending accounts broaden the total rewards beyond base pay. Feedback suggests these perks contribute to perceived overall balance.
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What We Do
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
