Wealth Advisor

Cerity Partners

. Work collaboratively with Partners and colleagues to manage a client load of 75-80 clients .

Posted 11/11/2026full-timeSan Francisco • California • United StatesSeniorLead💰 $150,000 - $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning, portfolio management, and client relationship building, with a strong focus on delivering exceptional service and achieving business development goals. Proficient in utilizing tools like e-Money and Salesforce to analyze financial health and design actionable plans for clients.

Highest-signal resume keywords

Financial PlanningPortfolio ManagementClient Relationship ManagementE-Money ProficiencyCFP Designation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningPortfolio ManagementClient AnalysisTrade RecommendationsFinancial Solutions Knowledge

Soft Skills

Exceptional Communication SkillsOrganizedDetail OrientedProactiveEmpathy

Tools & Technologies

E-MoneySalesforceExcel

Certifications & Qualifications

CFP Designation

Industry Keywords

Client Load ManagementClient Meetings CoordinationBusiness DevelopmentProfessional ConductLegal Compliance

About the role

Key responsibilities & impact

Work collaboratively with Partners and colleagues to manage a client load of 75-80 clients
Provide exceptional, responsive service, portfolio management, and advice to all clients
Maintain a disciplined and organized approach to managing numerous client activities and tasks
Manage and mentor Associates and Senior Associates
Build strong, long-term client relationships
Analyze clients’ current financial health, set short- and long-term financial goals, and design realistic action plans
Coordinate client meetings, including materials, agendas, and post-meeting action-item follow-up
Answer clients’ questions with superior service front of mind
Provide financial planning using e-Money
Make trade recommendations and manage portfolios
Achieve annual goals for client referrals, relationships with centers of influence, and new business development in a rainmaking or closing role
Demonstrate professional, ethical, and courteous conduct while complying with legal, professional, and firm standards

Requirements

What you’ll need

Bachelor’s degree
7-10 years of professional work experience, ideally with 3+ years financial planning or related
CFP designation preferred
Working knowledge of e-Money, Salesforce, and Excel preferred
Strong knowledge of financial planning and financial solutions
Organized and detail oriented
Proactive and enthusiastic
Exceptional oral and written communication skills
Demonstrated success conducting presentations
Ability to listen and empathize with clients, spot and analyze issues, and simplify/explain financial concepts
Must be authorized to work for any employer in the U.S.

Benefits

Comp & perks

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