Senior Wealth Management Associate - Individual Wealth jobs in United States
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Cerity Partners · 1 week ago

Senior Wealth Management Associate - Individual Wealth

positionNew York, NY
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$100K/yr - $160K/yr
date5+ years exp

Cerity Partners is a firm focused on building relationships and expanding its client base. The Wealth Management Associate role involves cultivating new individual client relationships and supporting growth initiatives with high net worth clients.

BankingFinanceFinancial Services
badNo H1Bnote

Responsibilities

Drive engagement with prospective clients sourced internally and externally through defined inbound and outbound activities
Collaborate with internal stakeholders to ensure a seamless onboarding experience for new clients
Manage the prospect pipeline effectively using activity-based metrics and qualitative engagement
Track and report key business development metrics such as pipeline progress, conversion rates, and revenue growth

Qualification

Business developmentRelationship managementFinancial planningInvestment products knowledgeFINRA Series 7 licenseFINRA Series 66 licenseCommunicationNegotiation skillsInterpersonal skillsSelf-motivation

Required

A bachelor's degree in Business, Finance, or a related field
Over five years of experience in business development, sales, and relationship management within financial services or wealth management
Demonstrated success in meeting or exceeding growth targets
Strong knowledge of investment products, financial planning, and the regulatory environment
Experience with the client conversion process
Excellent communication, negotiation, and interpersonal skills
Self-motivation and the ability to work both independently and collaboratively
FINRA Series 7 and 66 (or 63 & 65) licenses are required

Preferred

An MBA or CFP® designation is advantageous

Benefits

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

Company

Cerity Partners

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Cerity Partners is a financial services company specializes in banking,finance and personal loan.
dateFounded in 2009
location
New York, New York, USA
people-size1001-5000 employees
web-link
https://ceritypartners.com/

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Audax Private Debt
2022-07-29Debt Financing
2022-07-13Acquired
2021-02-21Debt Financing

Leadership Team

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Kurt Miscinski
President & CEO
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Carol Benz
Partner & Chief People Officer
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Recent News

Investment News
RIA moves: Mercer Advisors adds nearly $1B with New York, Texas partnerships
2026-01-07
PR Newswire
Cerity Partners Announces Merger with Austin Private Wealth
2026-01-06
PR Newswire
Cerity Partners Announces Merger with Austin Private Wealth; Republic Capital Group Acts as Exclusive Investment Banking Advisor
2026-01-06
Company data provided by crunchbase