Full time
Cerity Partners
New York, NY, USA
Are you passionate about building relationships that fuel the firm's expansion? Then this may be the perfect fit for you! The Wealth Management Associate role is tasked with cultivating new individual client relationships and supporting the firm's growth initiatives in working with high net worth and ultra-high net worth clients. The ideal candidate should possess extensive experience in engaging and building relationships with prospective individuals and corporate executive clients while having a strong understanding of executive compensation, benefits, and comprehensive financial planning including tax, estate, and risk management within the wealth management industry. Primary 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...


