Senior Wealth Management Associate - Individual Wealth
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.
- 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.
$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
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