Wealth Advisor

Job Description About Certuity Certuity was founded in 2004 and became the private family office of golf champion and entrepreneur Jack Nicklaus in 2014. Over the past 20+ years, we’ve evolved into a bespoke multifamily office that is purpose-built to meet entrepreneurs, business leaders, and multigenerational families — and the advisors who serve them — exactly where they are. Today, Certuity is a trusted partner to some of the most complex families in the country. Our mission is simple: preserve what they've built, grow what's possible, and ensure it endures for generations. Certuity is widely recognized for its leadership. We are a 2025 Forbes Top RIA Firm, and our advisors have been featured in Barron’s Top Financial Advisors.* Location: National Work Model : Flexible/ Remote About the Role Certuity is seeking exceptional wealth advisors who have built a $100M book and are now ready to take their business to the next level. We're looking for advisors with an owner's mindset: hungry to grow, skilled at advising sophisticated UHNW entrepreneurs and families, and energized to work on an ambitious high-caliber entrepreneurial team. We offer the best of both worlds: an independent RIA's entrepreneurial freedom and nimbleness and the deep family office experience, platform, advanced technology, and robust support of an established firm — a platform where your practice becomes unstoppable. Responsibilities Own the full arc of the client relationship – architect sophisticated, fully customized wealth strategies and planning for founders, executives, and multigenerational families, and serve as their single point of trust from first meeting to legacy planning Direct portfolio strategy and performance – partner with Certuity's investment team and ALTS+, our proprietary alternatives platform, to deliver differentiated solutions few firms can match Accelerate the growth of your practice with a dedicated go-to-market team that generates leads and builds your brand through custom marketing campaigns Bring an owner's mindset to a platform built for scale: our proprietary Certuity+ technology, in-house specialists, and a family office infrastructure that lets you focus on your clients, not admin Qualifications Transferable AUM of $100M+ Established track record advising entrepreneurs, executives, and high-net-worth families *The recognition was issued October 1, 2025 and applies October 2025 through October 2026. *Certuity’s advisors have been recognized in Barron’s Top 1,200 Advisors for the years of 2014 – 2024. In 2024, the ranking was issued March 11, 2024 and applies to March 2024 – March 2025.