Cerity Partners
Senior Wealth Management Associate - Individual Wealth
Cerity Partners, San Francisco, California, United States, 94199
Senior Wealth Management Associate - Individual Wealth
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Senior Wealth Management Associate - Individual Wealth
role at
Cerity Partners
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
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 careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.
Seniority Level
Mid‑Senior level
Employment Type
Full‑time
Job Function
Finance and Sales
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Senior Wealth Management Associate - Individual Wealth
role at
Cerity Partners
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
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 careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.
Seniority Level
Mid‑Senior level
Employment Type
Full‑time
Job Function
Finance and Sales
#J-18808-Ljbffr