{"id":4162629,"url":"https://alion.io/job/cerity-partners-wealth-advisor-2","title":"Wealth Advisor","company":{"id":707444,"name":"Cerity Partners","domain":"ceritypartners.com","url":"https://alion.io/company/cerity-partners","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["El Segundo, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":140000,"max":160000,"currency":"USD","period":"year","gross":null,"usd_annual":160000},"salary_estimate":null,"experience_years_min":7,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-09T00:00:00Z","employer_posted_date":"2026-10-09","last_verified_at":"2026-11-12T12:41:00Z","board_verified":true,"closed_at":null,"days_open":34,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":34},"description":"Position Summary:\nThe Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary advisor when needed. The Wealth Advisor leads client meetings, collaborates across departments to meet client needs,mentorscolleagues, and ensures a superior client experience. Your focus will be on growing assets under management while ensuring exceptional client outcomes and satisfaction.\nPrimary Responsibilities\nServe as a key relationship manager for clients, meeting all service needs and achievinghigh levelsof retention.\n\nDevelop and communicate customized wealth planning strategies based on clients’ financial goals, risk tolerance, and investment preferences.\n\nServe as a secondary advisor for selected clients as needed.\n\nOnboard new client relationships through organic pipelines, Custodian Referral Programs, and Workplace Solution Programs.\n\nLead and/or activelyparticipatein prospect presentations and guide new clients through the onboarding process.\n\nLead client meetings through all phases of our wealth planning process.\n\nCoordinate with internal departments (tax, legal, investmentteamsetc.) to ensurea holistic approachto each client’s financial plan.\n\nIdentifycross-department solutions for client needs and able to speakgenerally ofother service offerings.\n\nMentor and train colleagues on best practices in wealth planning, client management, and business development.\n\nProactively interact with clients and leadteamto create a spectacular client experience.\n\nAssistwith thetimelycompletion and submission of allclientrelated transaction requests.\n\nInvolvement in company committees and/or firm-wide initiatives.\n\nPerform other duties as deemednecessary or as directed.\n\nRequired Qualifications:\nBachelor’s degree\n\nSeries 65\n\nCompletion of CFP® or CFA designation- CPA, JD, CHFC, or another approved advanced designation/degree\n\n7-10+ years of industry experience\n\nSkills and Competencies:\nProficiencyin all Wealth Planner functions, plus:\n\nProven leader, decision-maker, and subject matter expert.\n\nIndependently sources new client revenue and expands upon existing client relationships.\n\nIndependently develops and communicates wealth planning strategies and manages client relationships.\n\nStrong interpersonal and networking skills with both external clients and internal collaboration.\n\nWorking knowledge of e-Money, Salesforce, PowerPoint, Word, Excel, Outlooka strongplus.\n\nAbility to listen and empathize with clients, spot, and analyze issues, and simplify/explain financial concepts to provide solutions.\n\nStrong attention to detail, exceptional problem-solving skills, and ability to organize and prioritize workin order tomeet deadlines in a proactive manner with little supervisionrequired.\n\nMust accept and thrive in a fast-paced, changing environment.\n\nTenacious about doingwhat is right for the client - always.\n\nCompensation Range:\n$140,000 - $160,000\nWhyCerityPartners:\nOur people drive our success by working together to deliver exceptional service to our clients. Below isa glimpse of the key elements of our total rewards package:\nHealth, dental, and vision insurance - day 1!\n\n401(k) savings and investment plan options with 4% match\n\nFlexible PTO policy\n\nParental Leave\n\nFinancialassistancefor advanced education and professional designations\n\nOpportunity to give back time to local communities\n\nCommuter benefits\n\nCerity 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.\nCerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to  must be authorized to work for any employer in the U.S.","description_format":"text","description_chars":4333,"description_truncated":false,"requirements":{"experience_years_min":7,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Parental leave","Vision insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-11-12T12:41:00Z"}],"visa":[],"liveness":{"score":64,"band":"ok","label":"Likely open","p_open":1,"p_active":0.85,"p_room":0.75,"age_days":34,"expected_fill_days":41,"reasons":["conf:0","win:late"],"computed_at":"2026-11-12T13:34:53Z"},"pay":{"stated_usd_annual":160000,"is_top_pay":true},"html_url":"https://alion.io/job/cerity-partners-wealth-advisor-2","json_url":"https://alion.io/job/cerity-partners-wealth-advisor-2.json","meta":{"generated_at":"2026-11-12T13:34:53Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":28253,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-13T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":707444},"rest":"https://alion.io/mcp/rest/get_company?id=707444"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcerity-partners-wealth-advisor-2"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcerity-partners-wealth-advisor-2"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcerity-partners-wealth-advisor-2"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/cerity-partners-wealth-advisor-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcerity-partners-wealth-advisor-2"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4162629}},{"tool":"search_jobs","arguments":{"company":"ceritypartners.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4162629},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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