Job Description
About Certuity
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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.
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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.
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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.*
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Location: National
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Work Model: Flexible/ Remote
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About the Role
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Certuity is seeking exceptional wealth advisors who have built a $100M book and are now ready to take their business to the next level.
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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.
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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.
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Responsibilities
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- 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
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Qualifications
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- Transferable AUM of $100M+
- Established track record advising entrepreneurs, executives, and high-net-worth families
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*The recognition was issued October 1, 2025 and applies October 2025 through October 2026.
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*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.
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