Wealth Advisor - Family Office
Key Responsibilities:
Client Relationship Leadership:
• Own and lead primary client relationships, serving as the trusted advisor and central point of accountability for UHNW individuals and families
• Exceed client expectations - providing exceptional service, discretion, and a "go the extra mile" mindset
• Drive the client engagement strategy, including meeting cadence, priorities, and communication across stakeholders
• Proactively identify client needs, risks, and opportunities, bringing forward solutions and recommendations before they are requested
Integrated Advice & Planning:
• Deliver strategic, integrated advice across trust & estate planning, tax planning, investments, and financial planning - ensuring decisions are coordinated and aligned to long-term goals
• Translate complex planning and investment concepts into clear, actionable guidance for sophisticated clients
• Guide overall balance sheet and cash flow strategy, including liquidity planning for lifestyle needs, capital calls, gifting, and taxes
Tax, Trust & Estate Planning:
• Coordinate closely with internal specialists, client CPAs, and attorneys to support estate planning strategy and implementation
• Ensure tax planning is integrated into investment and planning decisions; support quarterly estimates and transaction-driven planning coordination
• Partner with internal specialists to advise on insurance considerations as part of an integrated risk management plan
• Provide guidance on philanthropic planning and execution
Investment Oversight:
• Partner with internal specialists on investment strategy - asset allocation, asset location, tax-aware implementation, and performance review
• Oversee private investment workflows - subscriptions, entity selection considerations, capital call/distribution monitoring, and client-facing reporting/education
Team Leadership, Project Management & Execution:
• Lead the client team - set direction, delegate effectively, and ensure consistent, high-quality deliverables
• Drive execution and follow-through on all client action items - ensuring deadlines are met and work is documented
• Maintain strong organization and oversight of the client's workflow - ensuring the team operates efficiently and proactively
Entrepreneurship & Growth:
• Demonstrate entrepreneurial drive to help grow the business through client retention, relationship deepening, and partnering with leadership on new client acquisition efforts
• Contribute to the evolution of CPFO's processes and technology to improve scalability and client experience
What We're Looking For:
Skills & Attributes:
• Client-first relationship leader with strong judgment, discretion, and high responsiveness
• Strong team leader who embodies a "We" mentality and elevates the performance of the broader client team
• Entrepreneurial mindset - proactively identify needs, solutions, and opportunities
• Highly organized, detail-oriented multitasker who thrives in a fast-paced environment
• Excellent verbal and written communication skills in a professional context
Technical Proficiency:
• Advanced Excel abilities; strong working knowledge of Microsoft Office suite
• Experience with CRM platforms (Salesforce preferred)
• Experience with WealthTech tools (Addepar is a plus)
Experience & Education:
• Advanced understanding of comprehensive financial planning (investments, tax planning, insurance, and estate planning)
• Experience with advanced trust & estate planning strategies a plus
• 6-10 years of experience in wealth management
• 3-7 years of experience leading client relationships in wealth management / financial planning (Family Office/MFO is a plus)
• Bachelor's degree required; preferably in Finance, Economics, or a related field
• CFP or other relevant advanced credential (MBA, CFA, CIMA, CPA, etc.)
• Series 65 license, or ability to obtain within three months of hire
About Cerity Partners Family Office:
Cerity Partners Family Office offers specialized support to ultra-high-net-worth families, blending expert financial, estate, and tax management with day-to-day administrative assistance. Our team is dedicated to a personalized service approach, ensuring every client receives tailored solutions to their unique circumstances. We focus on building enduring relationships through professionalism and integrity, simplifying wealth management to provide peace of mind for our clients and their legacies.
Compensation Range:
$125,000 - $150,000
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.
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Client Relationship Leadership:
• Own and lead primary client relationships, serving as the trusted advisor and central point of accountability for UHNW individuals and families
• Exceed client expectations - providing exceptional service, discretion, and a "go the extra mile" mindset
• Drive the client engagement strategy, including meeting cadence, priorities, and communication across stakeholders
• Proactively identify client needs, risks, and opportunities, bringing forward solutions and recommendations before they are requested
Integrated Advice & Planning:
• Deliver strategic, integrated advice across trust & estate planning, tax planning, investments, and financial planning - ensuring decisions are coordinated and aligned to long-term goals
• Translate complex planning and investment concepts into clear, actionable guidance for sophisticated clients
• Guide overall balance sheet and cash flow strategy, including liquidity planning for lifestyle needs, capital calls, gifting, and taxes
Tax, Trust & Estate Planning:
• Coordinate closely with internal specialists, client CPAs, and attorneys to support estate planning strategy and implementation
• Ensure tax planning is integrated into investment and planning decisions; support quarterly estimates and transaction-driven planning coordination
• Partner with internal specialists to advise on insurance considerations as part of an integrated risk management plan
• Provide guidance on philanthropic planning and execution
Investment Oversight:
• Partner with internal specialists on investment strategy - asset allocation, asset location, tax-aware implementation, and performance review
• Oversee private investment workflows - subscriptions, entity selection considerations, capital call/distribution monitoring, and client-facing reporting/education
Team Leadership, Project Management & Execution:
• Lead the client team - set direction, delegate effectively, and ensure consistent, high-quality deliverables
• Drive execution and follow-through on all client action items - ensuring deadlines are met and work is documented
• Maintain strong organization and oversight of the client's workflow - ensuring the team operates efficiently and proactively
Entrepreneurship & Growth:
• Demonstrate entrepreneurial drive to help grow the business through client retention, relationship deepening, and partnering with leadership on new client acquisition efforts
• Contribute to the evolution of CPFO's processes and technology to improve scalability and client experience
What We're Looking For:
Skills & Attributes:
• Client-first relationship leader with strong judgment, discretion, and high responsiveness
• Strong team leader who embodies a "We" mentality and elevates the performance of the broader client team
• Entrepreneurial mindset - proactively identify needs, solutions, and opportunities
• Highly organized, detail-oriented multitasker who thrives in a fast-paced environment
• Excellent verbal and written communication skills in a professional context
Technical Proficiency:
• Advanced Excel abilities; strong working knowledge of Microsoft Office suite
• Experience with CRM platforms (Salesforce preferred)
• Experience with WealthTech tools (Addepar is a plus)
Experience & Education:
• Advanced understanding of comprehensive financial planning (investments, tax planning, insurance, and estate planning)
• Experience with advanced trust & estate planning strategies a plus
• 6-10 years of experience in wealth management
• 3-7 years of experience leading client relationships in wealth management / financial planning (Family Office/MFO is a plus)
• Bachelor's degree required; preferably in Finance, Economics, or a related field
• CFP or other relevant advanced credential (MBA, CFA, CIMA, CPA, etc.)
• Series 65 license, or ability to obtain within three months of hire
About Cerity Partners Family Office:
Cerity Partners Family Office offers specialized support to ultra-high-net-worth families, blending expert financial, estate, and tax management with day-to-day administrative assistance. Our team is dedicated to a personalized service approach, ensuring every client receives tailored solutions to their unique circumstances. We focus on building enduring relationships through professionalism and integrity, simplifying wealth management to provide peace of mind for our clients and their legacies.
Compensation Range:
$125,000 - $150,000
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.
Apply tot his job
Apply To this Job