- Client relationship management for clients, including ongoing and regular client contact and communications
- Client service, including client meeting preparation, portfolio changes and reviews, information data gathering, implementation of recommendations, correspondence, and reporting
- Comprehensive financial planning including coordination of asset management, estate planning, and risk management
- Client asset management, including coordination of complete financial planning and wealth management (analysis, estate planning, tax strategies for assets under management, and portfolio management)
- Client and team meetings, as required; special projects, as appropriate; Operations support, as needed
- Bachelor's Degree from an accredited college or university (required), Master's Degree a plus;
- Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as experience with financial planning, client relationship management (CRM) and portfolio management (PM) software
- Self-confidence, personal integrity, and an understanding of fiduciary responsibility
- Ability to multi-task, manage time effectively, and prioritize
- A team player, with strong leadership skills
- Desire/ability to work successfully in a team environment where it is expected that you will wear many hats with varied responsibilities
- Excellent written and oral communication skills and listening skills
- Detail-oriented focus and a professional demeanor
- You understand the need to provide a world-class customer experience
- You value the collaboration of insightful, experienced colleagues to deliver our services
- You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills
-
Financial Advisor
6 days ago
SYM Financial Advisors Midland, United StatesPosition Description · Title:Financial Advisor · Reports to:Lead Advisor · Benefits:Yes · Status:Exempt · Are you passionate about making a difference in people's lives while thriving in a team-centric environment? · Who is SYM? · SYM Financial Advisors serves as a trusted expe ...
-
Financial Advisor
3 weeks ago
SYM Financial Advisors Midland, United StatesPosition Description · Title:Financial Advisor · Reports to:Lead Advisor · Benefits:Yes · Status:Exempt · Are you passionate about making a difference in peoples lives while thriving in a team-centric environment? · Who is SYM? · SYM Financial Advisors serves as a trusted ...
-
Financial Solutions Advisor
5 days ago
Bank of America Midland, United StatesJob Description: · Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. · Working at Bank of America will give you a gr ...
-
Financial Advisor
3 weeks ago
LPL Financial Midland, United States Full timeFinancial Advisor - Tri-Star Bank · Your career path should lead to real opportunity · LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Tri-Star Bank in Midland, MI would allow you to join the Invest ...
-
Trust Advisor
2 weeks ago
Gpac Midland, United States Full timeWe are seeking an experienced TRUST ADVISOR to join our team managing client trusts and estates. As a Trust Advisor, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, tax planning, and provide personalized advice around ...
-
Tax Manager
3 weeks ago
Andrews Hooper & Pavlik Midland, United StatesJob Description · Job Description · Locations: Ann Arbor, Bay City, Bloomfield Hills, Flint, Grand Rapids, Greater Lansing, Midland, Owosso, Saginaw · We are looking for a leader in the tax profession to be an advisor to our clients on tax matters as well as some compiled fina ...
-
Insurance Sales Agent
2 weeks ago
New York Life - West Texas General Office Midland, United StatesWhat we're looking for... · We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it's a career with purpose and opportunity. You'll provide peace of mind to clients whil ...
-
Lead Financial Analyst Affiliates
3 weeks ago
LHR Américas Midland, United States*At this time, we are only receiving applications from candidates who are currently situated in the Americas, thank you. · Who is our client and your future employer? · The company where energy is opportunity · Our client occupies a unique position in the global energy industr ...
-
Accounting Manager
1 day ago
YMCA of the USA Midland, United StatesJob Description · The position of Accounting Manager requires exceptional accounting leadership and strategic planning skills; a deep understanding of accounting management in the nonprofit sector; and the ability to align financial strategies with the mission and goals of the Y ...
-
Client Service Representative
3 days ago
The Bank of America Corporation Midland, United StatesAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Client Service, Representative ...
-
Senior Wealth Advisor
3 weeks ago
Weaver Midland, United StatesThe Weaver Experience · Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. Recently, Weaver launched Weaver Capital Advisors, LLC. The firm is expanding into this new advisory service area to ...
-
Senior Wealth Advisor
3 weeks ago
Weaver Midland, United StatesThe Weaver Experience · Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. Recently, Weaver launched Weaver Capital Advisors, LLC. The firm is expanding into this new advisory service area to ...
-
Wealth Advisor
6 days ago
Weaver Midland, United StatesThe Weaver Experience · Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. Recently, Weaver launched Weaver Capital Advisors, LLC. The firm is expanding into this new advisory service area to ...
-
Head of Success
2 weeks ago
Houlihan Lokey Midland, United StatesBusiness Unit: · Corporate Finance · Industry: · CORP - Corporate · About Houlihan Lokey: · Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. ...
-
Environmental Advisor
3 weeks ago
Occidental Petroleum Midland, United StatesTitle: Environmental Advisor · Location: United States-Texas-Midland · Other Locations: · *Description* · Occidental is an international energy company with assets primarily in the United States, Middle East and North Africa. We are one of the largest oil producers in the U.S., ...
-
Chief Financial Officer
1 week ago
Hire Road Midland, United StatesChief Financial Officer · Summary:One of our best clients, who provides high quality services in the environmental construction arena by bringing a combination of strong environmental science and practical "hands-on" construction experience to the marketplace, is looking for a ...
-
Financial Professional
6 days ago
The Ladders Midland, United States· What we're looking for... · We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to clients ...
-
Administrative Support Specialist
2 weeks ago
Great Lakes Investment Advisors Midland, United StatesJob Description · Job DescriptionIt is time to explore new challenges in your career. Great Lakes Investment Advisors is an independent, privately-owned financial services company in Midland, MI. We are looking to add a full-time Administrative Support Specialist to our team. · O ...
-
Revenue Officer
3 weeks ago
Department Of The Treasury Midland, United StatesDuties · WHAT IS THE SMALL BUSINESS SELF EMPLOYED (SBSE) DIVISION? · A description of the business units can be found at: · Vacancies will be filled in the following specialty areas: · Field Collection · The following are the duties of this position at the full working level. · ...
-
Environmental Advisor
1 day ago
Occidental Petroleum Corporation Midland, United StatesOccidental is an international energy company with assets primarily in the United States, Middle East and North Africa. We are one of the largest oil producers in the U.S., including a leading producer in the Permian and DJ basins, and offshore Gulf of Mexico. Our midstream and m ...
Associate Financial Advisor - Midland, United States - Cerity Partners
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
Job DetailsLevel
Entry
Job Location
Midland office - Midland, TX
Position Type
Full Time
Education Level
4-year degree or above
Job Category
Finance
Do you have a passion for using your financial planning skills to impact lives? Are you motivated when you can help clients reach their goals? Do you like the challenge of solving the puzzle that can be a client's complex financial picture? If you answered yes to any of the questions above, we would like to speak with you about being an Associate Financial Advisor for our Midland location.
Primary Responsibilities:
Associate Financial Advisors can expect to focus their work in the following areas:
Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:
#LI-JC1