Senior Wealth Management Associate - Lexington, United States - Cerity Partners

Description

Job Details

Level
Experienced

Job Location
Lexington, KY - Lexington, KY

Are you passionate about using your financial planning skills to make a real impact? Do you find motivation in helping clients achieve their financial goals? If so, we invite you to join us as a Senior Wealth Management Associate where you will work closely in a team environment serving existing client relationships and participating in prospective client opportunities. In this role, the Senior Associate assists in the oversight of the investment portfolios across diverse accounts in a client-tailored and tax-sensitive manner and provides clients with guidance and direction on financial planning topics. As a Senior Wealth Management Associate, you would provide investment advisory support in the following ways:

Primary Responsibilities:

As a Senior Associate, your responsibilities would include supporting a client-facing team with the following activities:

• Actively participate in client meetings, providing materials, agendas, and post-meeting follow-up
• Implement and monitor investment and financial planning processes, including estate planning, tax strategies, portfolio management, and financial planning
• Monitor and manage portfolio allocations, investment recommendations, and the analysis of unique investment vehicles
• Assist Wealth Management advisors with on-boarding of new clients
• Analyze client's current financial health, help set short/long-term financial goals, and design a realistic plan of action for clients
• Prepare and deliver financial planning using e-Money software and other tools
• Organize and maintain client files and all key custodian documents
• Serve as on-going liaison between advisors and custodian, managing account openings and maintenance paperwork
• Proactively interact with clients and assist in creating a spectacular client experience
• Assist with the timely completion and submission of all client related transaction requests
• Organize and maintain the CRM system (Salesforce), reporting, and filing systems
• Enthusiastically advocate the values, ethics, and unique approach our company takes to personal finance and financial planning.
• Undertake ad-hoc projects as assigned, demonstrating flexibility and initiative to contribute to the dynamic needs of the team and organization.
• Other duties as assigned.

Ideal Candidate Profile

• Bachelor's degree required; current pursuit of CFP designation or obtaining within a year or any other financial designation strongly preferred.
• 2-5 years of investment advisory experience; client interaction experience preferred.
• Proficiency in Microsoft Office; experience with Excel, PowerPoint, eMoney, and Salesforce preferred.
• Excellent communication skills in various formats (meetings, reporting, emails, phone calls).
• Proven organizational skills within daily tasks, projects, and team management.
• High attention to detail in calculations and presentations.
• Ability to work under pressure with shifting deadlines and priorities.
• Commitment to maintaining confidentiality.
• Self-motivated, disciplined, and a team player with strong ethics and integrity.
• Emotional Intelligence (E.Q.)

Additional Requirements:

• Travel will be required for in Person paid training in our Louisville, KY office.

Company Overview:

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:

• You understand the need to provide a world-class client 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

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