Cerity Partners LLC
Senior Associate - Wealth Management
Cerity Partners LLC, San Francisco, California, United States, 94199
Senior Associate - Wealth Management page is loaded## Senior Associate - Wealth Managementremote type:
Hybridlocations:
San Francisco, CAtime type:
Full timeposted on:
Posted Todayjob requisition id:
R319**Position Summary:**The Senior Associate Wealth Planner works on a team with a Principal or Partner serving a significant number of existing client relationships and participating in prospective client opportunities. In this role, the Wealth Planner oversees the implementation and maintenance of balanced, multiple asset class portfolios across diverse accounts in a client-tailored and tax-sensitive manner and provides their clients with guidance and direction on financial planning topics. Earning very high levels of client satisfaction is essential.**Primary Responsibilities:*** Manage a client load of 70-85 clients* Provide exceptional, responsive service and portfolio management to all clients* Establish deep relationships with clients which includes an understanding of their complete financial picture.* Understand the firm’s investment philosophy and financial planning approach with proficiency in all areas and commitment to ongoing knowledge development.* Perform core client service and portfolio management responsibilities including:* Prepare for and lead client review meetings* Develop portfolio allocations and investment recommendations* Ongoing responsibility for appropriate asset allocation and cash management* Proactive financial planning* Regular, meaningful client contact* Adhere to all standards established for the management of client relationships* Participate in other firm activities such as writing articles for the newsletter.* Demonstrate professional, ethical, and courteous conduct in responsibilities and dealings with clients, prospects, COIs, colleagues, and other business entities. This includes compliance with legal, professional, and established firm standards of conduct.* May require some travel between the San Francisco and Silicon Valley offices. Infrequent travel to visit clients out-of-state.**Required Credentials:*** Bachelor’s degree* 2-5+ years financial planning, estate planning and/or tax planning/ preparation experience* Pursuing or has attained a CFP preferred**Skills & Competencies:*** Ability to talk to clients independently* Ability to develop wealth planning and investment recommendations and present to clients when applicable* Working knowledge of e-Money, Salesforce a strong plus.* 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.* Ability to build and maintain relationships with potential and current clients.* Tenacious about doing what is right for the client – always.**Physical Requirements:*** Prolonged periods sitting at a desk and working on a computer.* Must be able to lift up to 15 pounds at times.**Compensation Range:** $105,000-150,000**Top Benefits & Rewards:*** **Benefits**: Health, Dental & Vision Insurance, Flexible spending accounts, Health Savings accounts, 401k savings & investment plan* **Education and Professional Certifications Reimbursement**: Cerity Partners will reimburse colleagues up to $10,000 per year for pre-approved degrees and certifications subject to a lifetime maximum of $30,000 and various other conditions. Eligible for full time colleagues after 90 days of continuous active service.* **Flexible Paid Time off***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 careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.*Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set.Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight.
At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth.
We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation.
The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs. #J-18808-Ljbffr
Hybridlocations:
San Francisco, CAtime type:
Full timeposted on:
Posted Todayjob requisition id:
R319**Position Summary:**The Senior Associate Wealth Planner works on a team with a Principal or Partner serving a significant number of existing client relationships and participating in prospective client opportunities. In this role, the Wealth Planner oversees the implementation and maintenance of balanced, multiple asset class portfolios across diverse accounts in a client-tailored and tax-sensitive manner and provides their clients with guidance and direction on financial planning topics. Earning very high levels of client satisfaction is essential.**Primary Responsibilities:*** Manage a client load of 70-85 clients* Provide exceptional, responsive service and portfolio management to all clients* Establish deep relationships with clients which includes an understanding of their complete financial picture.* Understand the firm’s investment philosophy and financial planning approach with proficiency in all areas and commitment to ongoing knowledge development.* Perform core client service and portfolio management responsibilities including:* Prepare for and lead client review meetings* Develop portfolio allocations and investment recommendations* Ongoing responsibility for appropriate asset allocation and cash management* Proactive financial planning* Regular, meaningful client contact* Adhere to all standards established for the management of client relationships* Participate in other firm activities such as writing articles for the newsletter.* Demonstrate professional, ethical, and courteous conduct in responsibilities and dealings with clients, prospects, COIs, colleagues, and other business entities. This includes compliance with legal, professional, and established firm standards of conduct.* May require some travel between the San Francisco and Silicon Valley offices. Infrequent travel to visit clients out-of-state.**Required Credentials:*** Bachelor’s degree* 2-5+ years financial planning, estate planning and/or tax planning/ preparation experience* Pursuing or has attained a CFP preferred**Skills & Competencies:*** Ability to talk to clients independently* Ability to develop wealth planning and investment recommendations and present to clients when applicable* Working knowledge of e-Money, Salesforce a strong plus.* 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.* Ability to build and maintain relationships with potential and current clients.* Tenacious about doing what is right for the client – always.**Physical Requirements:*** Prolonged periods sitting at a desk and working on a computer.* Must be able to lift up to 15 pounds at times.**Compensation Range:** $105,000-150,000**Top Benefits & Rewards:*** **Benefits**: Health, Dental & Vision Insurance, Flexible spending accounts, Health Savings accounts, 401k savings & investment plan* **Education and Professional Certifications Reimbursement**: Cerity Partners will reimburse colleagues up to $10,000 per year for pre-approved degrees and certifications subject to a lifetime maximum of $30,000 and various other conditions. Eligible for full time colleagues after 90 days of continuous active service.* **Flexible Paid Time off***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 careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.*Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set.Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight.
At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth.
We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation.
The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs. #J-18808-Ljbffr