Do you have a passion for using your financial planning skills to impact lives? Are you motivated when you can help clients reach their goals? Do you like the challenge of solving the puzzle that can be a client’s complex financial picture? If you answered yes to any of the questions above, we would like to speak with you about being a Financial Wellness Coach with our team.
Primary Responsibilities:
As a Financial Wellness Coach, you will service our clients with a range of financial planning services, which require the following responsibilities:
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Build strong, long-term client relationships. Coaches work with clients to analyze their current financial health, help set short/long-term financial goals, and design a realistic plan of action.
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Provide comprehensive financial advice. Coaches determine what level of financial plan and support is needed for each client and adjust their level of service accordingly.
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Communicate. Coaches must be superior, proactive communicators who can adjust their message and style to the needs of our clients. They must have strong disciplined skills driving follow-up with clients.
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Inspire. Host workshops, seminars, and events on a variety of personal finance topics to assist and encourage participants to take the actions needed to achieve financial stability.
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Brand Ambassador. Enthusiastically advocate the values, ethics, and unique approach our company takes to personal finance and retirement planning.
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Collaborate within the Coaching Team. Coaching teams work both in the field and from our offices. They will need to collaborate well with internal colleagues to track participant progress both individually and at the plan/company level.
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Flexible work environment. Coaches must have the ability to work daily with little direct supervision, but diligence and focus. The job requires regional travel and site visits with our clients.
Ideal Candidate Profile – “Our Casting Call!”
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Bachelor’s degree and CFP® designation preferred. (Current pursuit of a designation or obtaining within a year is a plus).
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Five years financial planning experience.
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Ability to listen and empathize with participants, spot and analyze issues, and simplify/explain financial concepts to provide solutions.
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Bilingual in English and Spanish required
Company Overview:
Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:
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You understand the need to provide a world-class client experience
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You value the collaboration of insightful, experienced colleagues to deliver our services
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You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills