Are you passionate about building relationships that fuel the firm's expansion? Then this may be the perfect fit for you!
The Wealth Management Associate role is tasked with cultivating new individual client relationships and supporting the firm's growth initiatives in working with high net worth and ultra-high net worth clients. The ideal candidate should possess extensive experience in engaging and building relationships with prospective individuals and corporate executive clients while having a strong understanding of executive compensation, benefits, and comprehensive financial planning including tax, estate, and risk management within the wealth management industry.
Primary Responsibilities
- Drive engagement with prospective clients sourced internally and externally through defined inbound and outbound activities.
- Collaborate with internal stakeholders to ensure a seamless onboarding experience for new clients.
- Manage the prospect pipeline effectively using activity-based metrics and qualitative engagement.
- Track and report key business development metrics such as pipeline progress, conversion rates, and revenue growth.
Required Qualifications:
- A bachelor's degree in Business, Finance, or a related field; an MBA or CFP® designation is advantageous.
- Over five years of experience in business development, sales, and relationship management within financial services or wealth management.
- Demonstrated success in meeting or exceeding growth targets.
- Strong knowledge of investment products, financial planning, and the regulatory environment.
- Experience with the client conversion process.
- Excellent communication, negotiation, and interpersonal skills.
- Self-motivation and the ability to work both independently and collaboratively.
- FINRA Series 7 and 66 (or 63 & 65) licenses are required.
Compensation Range:
$100,000 - $160,000
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.
Top Skills
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.
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