Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 33 days ago

Wealth Advisor

Cerity Partners87 open roles

Where
Houston, TX
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowWealth AdvisorCerity Partners · Houston, TX

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Cerity Partners's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.1% of postings close within 7 days. Measured by our own scanner across the market. Cerity Partners postings stay open a median of 45 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.1%7 days
  4. 19.1%14 days
  5. 35.6%30 days
  6. 52.7%60 days
This job: posted 33 days ago

Cerity Partners median: 45 days open

The posting

The Principal 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 Principal Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. Your focus will be on growing assets under management while ensuring exceptional client outcomes and satisfaction.

Primary Responsibilities

  • Serve as a key relationship manager for clients, meeting all service needs and achieving high levels of retention.
  • Develop and communicate customized wealth planning strategies based on clients’ financial goals, risk tolerance, and investment preferences.
  • Serve as a secondary advisor for selected clients as needed.
  • Onboard new client relationships through organic pipelines, Custodian Referral Programs, and Workplace Solution Programs.
  • Lead and/or actively participate in prospect presentations and guide new clients through the onboarding process.
  • Lead client meetings through all phases of our wealth planning process.Coordinate with internal departments (tax, legal, investment teams etc.) to ensure a holistic approach to each client’s financial plan.
  • Identify cross-department solutions for client needs and able to speak generally of other service offerings.
  • Mentor and train colleagues on best practices in wealth planning, client management, and business development.
  • Proactively interact with clients and lead team to create a spectacular client experience.
  • Assist with the timely completion and submission of all client related transaction requests.
  • Involvement in company committees and/or firm-wide initiatives.
  • Perform other duties as deemed necessary or as directed.

Required Qualifications:

  • Bachelor’s degree
  • Series 65
  • Completion of CFP® or CFA designation– CPA, JD, CHFC, or another approved advanced designation/degree
  • 7+ years of industry experience

Skills and Competencies:

  • Proficiency in all Wealth Planner functions, plus:Proven leader, decision-maker, and subject matter expert. Independently sources new client revenue and expands upon existing client relationships. Independently develops and communicates wealth planning strategies and manages client relationships.
  • Strong interpersonal and networking skills with both external clients and internal collaboration.
  • Working knowledge of e-Money, Holistiplan, Salesforce, PowerPoint, Word, Excel, Outlook a strong plus.
  • Ability to listen and empathize with clients, spot, and analyze issues, and simplify/explain financial concepts to provide solutions.
  • Strong attention to detail, exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required.
  • Must accept and thrive in a fast-paced, changing environment.
  • Tenacious about doing what is right for the client – always.

Physical Requirements:

  • Prolonged periods sitting at a desk and working on a computer.

Why Cerity Partners:

Our 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:

  • 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

Cerity 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.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Cerity Partners's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Cerity Partners's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Cerity Partners's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.