Cerity Partners is seeking a Principal Wealth Advisor to serve as a lead relationship manager, growing assets under management while delivering a superior client experience. You will guide high-net-worth clients through personalized wealth planning, coordinate with tax, legal and investment teams, and mentor colleagues across the firm.
The role requires a bachelor’s degree, Series 65, and one of CFP® or CFA designations, with 7–10+ years of industry experience.
#J-18808-LjbffrSenior Wealth Advisor: Growth, Strategy & Client Experience in lansdowne at Unknown Company
This position is listed as full time and onsite.