{"id":4053313,"url":"https://alion.io/job/cerity-partners-wealth-advisor","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":"Sales","role_family":"Sales","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":["San Francisco, United States","Redwood City, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":150000,"max":200000,"currency":"USD","period":"year","gross":null,"usd_annual":200000},"salary_estimate":null,"experience_years_min":7,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":true},{"name":"Salesforce","optional":true}],"status":"live","first_seen_at":"2026-11-10T00:00:00Z","employer_posted_date":"2026-11-10","last_verified_at":"2026-11-12T12:41:00Z","board_verified":true,"closed_at":null,"days_open":2,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":2},"description":"Job Description\nPosition Summary:\nDo 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? Do you have a strong knowledge base that will allow you to explain simple and complex financial solutions to a client? Are you motivated to grow professionally and seek an opportunity to become a lead client advisor and leader? If you answered yes to the questions above, we would like to speak with you about being a Wealth Management Principal on our team.\nPrimary Responsibilities:\nAs a Wealth Management Principal, you will serve our clients with a range of financial planning services, which require the following responsibilities:\nWork collaboratively with Partners and colleagues to manage a client load of 75-80 clients\nProvide exceptional, responsive service, portfolio management, and advice to all clients\nMaintain a disciplined and organized approach to managing numerous client activities and tasks\nManage and mentor Associates and Senior Associates\nBuild strong, long-term client relationships. You will work with clients to analyze their current financial health, help set short/long-term financial goals, and design a realistic plan of action. You will proactively provide the following:Coordination of client meetings including materials, agenda, and post-meeting action item follow-up\nAnswers to clients’ questions with superior service front of mind, always\nFinancial planning using e-Money\nTrade recommendations and portfolio management\n\nAchieve annually established goals to obtain client referrals, develop relationships with centers of influence, and develop new business in a rainmaking or closing role.\nDemonstrate professional, ethical, and courteous conduct in responsibilities and dealings with clients, prospects, COIs, colleagues, and other entities with which Cerity Partners has a relationship. This includes compliance with legal, professional and established firm standards of conduct.\nRequired Qualifications:\nBachelor’s degree \n7-10 years of professional work experience ideally with 3+ years financial planning or related\nPreferred Qualifications:\nCFP designation\nWorking knowledge of e-Money, Salesforce, and Excel\nSkills & Competencies:\nFocused on doing what’s best for clients and team; passion for client service and delivering meticulous work.\nGrowth mindset: willingness to learn, adapt and self-reflect\nOrganized and detail oriented\nProactive and enthusiastic\nExceptional oral and written communication skills\nDemonstrated success conducting presentations. Poised and confident.\nAbility to listen and empathize with clients, spot, and analyze issues, and simplify/explain financial concepts\nPhysical Requirements:\nProlonged periods sitting at a desk and working on a computer. \nMust be able to lift up to 15 pounds at times. \nCompensation Range:\n$150,000-200,000\nWhy Cerity Partners:\nOur 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:\nHealth, dental, and vision insurance - day 1!\n401(k) savings and investment plan options with 4% match\nFlexible PTO policy\nParental Leave\nFinancial assistance for advanced education and professional designations\nOpportunity to give back time to local communities\nCommuter benefits\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":4235,"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":"2026-11-11T03:08:22Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":2,"expected_fill_days":41,"reasons":["conf:14","win:early"],"computed_at":"2026-11-12T10:38:37Z"},"pay":{"stated_usd_annual":200000,"is_top_pay":true},"html_url":"https://alion.io/job/cerity-partners-wealth-advisor","json_url":"https://alion.io/job/cerity-partners-wealth-advisor.json","meta":{"generated_at":"2026-11-12T14:26:47Z","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":30016,"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"},{"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"},{"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"},{"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\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcerity-partners-wealth-advisor"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4053313}},{"tool":"search_jobs","arguments":{"company":"ceritypartners.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4053313},"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. Docs: https://alion.io/developers"}}