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- Tasks: Drive growth through relationship building and community engagement in wealth management.
- Company: Cerity Partners, a dynamic firm focused on exceptional client service.
- Benefits: Competitive salary, health insurance from day one, flexible PTO, and 401(k) match.
- Other info: Join a diverse team committed to inclusivity and community engagement.
- Why this job: Make a real impact in the financial services industry while growing your professional network.
- Qualifications: Bachelor's degree and 7+ years in financial services or business development required.
The predicted salary is between 130000 - 160000 £ per year.
Cerity Partners is seeking a dynamic and entrepreneurial Business Development Advisor to drive organic growth within the practice through strategic relationship building, community engagement, and proactive business development initiatives. This individual will be responsible for identifying and cultivating new client opportunities, servicing existing client relationships as needed, developing strategic partnerships within the firm and community, and representing Cerity Partners in the local market to expand our client base and strengthen our brand presence.
Primary Responsibilities
- Develop and execute comprehensive business development strategies to drive organic growth within assigned market or practice area.
- Proactively identify and pursue new business opportunities through networking, community involvement, professional associations, and strategic partnerships.
- Build and maintain strong relationships with centers of influence (COIs) including CPAs, attorneys, business owners, executives, and other professional referral sources.
- Represent Cerity Partners at industry events, conferences, networking functions, and community organizations to enhance brand visibility and generate qualified leads.
- Conduct presentations, seminars, and educational workshops for prospective clients and target audiences to showcase Cerity Partners' value proposition and service offerings.
- Develop and maintain a robust pipeline of prospective clients through strategic outreach and relationship cultivation.
- Collaborate closely with internal advisors and service teams to align business development efforts with firm capabilities and client needs.
- Create and implement creative marketing initiatives and thought leadership strategies to differentiate Cerity Partners in the marketplace.
- Stay informed on industry trends, competitive landscape, and market opportunities to identify new growth channels.
- Maintain accurate activity tracking, pipeline management, and reporting in CRM systems.
- Provide regular updates to leadership on business development activities, lead generation metrics, and market insights.
- Support advisor teams with client retention initiatives and expansion opportunities within existing relationships.
- Perform all functions of a Wealth Advisor in the management of assigned client accounts, including review of investment objectives, asset allocation, and individual investments of client accounts as indicated by firm policy; preparation of material for client or prospective client meetings; participation in investment and strategy meetings.
Required Qualifications
- Bachelor's degree in business, finance, marketing, or related field.
- 7+ years of experience in financial services, business development, relationship management, or sales.
- Series 65.
- Completion of CFP® or CFA designation– CPA, JD, CHFC, or another approved advanced designation/degree.
Skills And Competencies
- Proven track record of generating organic growth through networking, referral development, and strategic partnerships.
- Deep understanding of the high-net-worth client landscape and RIA service models.
- Exceptional interpersonal, presentation, and communication skills with ability to engage diverse audiences.
- Self-starter with entrepreneurial mindset and ability to work independently to drive results.
- Strong organizational skills and ability to manage multiple relationships and opportunities simultaneously.
- Experience building and leveraging professional networks and centers of influence relationships.
- Proficiency with CRM systems and pipeline management tools.
- Active involvement in professional organizations and community leadership roles preferred.
Compensation
$130,000 - $160,000
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 careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.
Wealth Management Advisor in Cornholme employer: Cerity Partners
Contact Detail:
Cerity Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Advisor in Cornholme
✨Tip Number 1
Get out there and network! Attend industry events, community gatherings, and professional meet-ups. The more people you connect with, the better your chances of landing that Wealth Management Advisor role.
✨Tip Number 2
Leverage your existing relationships. Reach out to CPAs, attorneys, and business owners you know. They can be great sources for referrals and might even have opportunities for you!
✨Tip Number 3
Showcase your expertise! Conduct workshops or seminars to demonstrate your knowledge in wealth management. This not only builds your credibility but also helps you attract potential clients.
✨Tip Number 4
Keep track of your connections and follow up regularly. Use a CRM system to manage your relationships and ensure you're nurturing those leads. And remember, apply through our website for the best chance at joining Cerity Partners!
We think you need these skills to ace Wealth Management Advisor in Cornholme
Some tips for your application 🫡
Show Your Personality: When you're writing your application, let your personality shine through! We want to see who you are beyond your qualifications. Use a friendly tone and share a bit about what drives you in the wealth management space.
Tailor Your Application: Make sure to customise your application for the Wealth Management Advisor role. Highlight your relevant experience and skills that align with the job description. This shows us that you've done your homework and are genuinely interested in joining our team.
Be Specific About Your Achievements: Don't just list your responsibilities; tell us about your achievements! Use specific examples of how you've driven growth or built relationships in your previous roles. Numbers and outcomes can really make your application stand out.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it makes the process smoother for everyone involved!
How to prepare for a job interview at Cerity Partners
✨Know Your Market
Before the interview, dive deep into the wealth management landscape. Understand the trends, challenges, and opportunities that Cerity Partners faces in the market. This knowledge will not only impress your interviewers but also help you articulate how you can contribute to their growth.
✨Showcase Your Networking Skills
Prepare specific examples of how you've successfully built relationships in the past. Whether it's through community engagement or professional associations, be ready to discuss your strategies for generating leads and nurturing client relationships. This is crucial for a role focused on business development.
✨Demonstrate Your Value Proposition
Think about how you can present Cerity Partners' value proposition to potential clients. Prepare a mini-presentation or pitch that highlights your understanding of their services and how you would communicate this to prospective clients. This shows initiative and aligns with their focus on client education.
✨Be Ready to Discuss Your Pipeline Management
Familiarise yourself with CRM systems and pipeline management tools. Be prepared to discuss how you’ve managed your own client pipelines in previous roles. Highlight your organisational skills and ability to track and report on business development activities, as this is key to the position.