Lead Wealth Advisor & Client Strategy Leader

Cerity Partners Management LLC; San Francisco (CA); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with 4% match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Community involvement

Job summary

Cerity Partners is seeking a Wealth Management Principal in San Francisco to lead client relationships and a team of associates. You will analyze client financial health, set goals, and design action plans, while delivering portfolio management and high‑quality advisory services.

You will collaborate with partners to grow the practice, maintain client satisfaction, and win referrals. A CFP, extensive planning experience, and leadership能力 are valued as you advance to a lead client advisor role.

Qualifications

• Bachelor’s degree required.
• 7–10 years of professional work experience with 3+ years financial planning or related preferred.
• CFP designation preferred; working knowledge of e-Money, Salesforce and Excel beneficial.

Responsibilities

• Work with Partners and colleagues to manage a client load of 75-80 clients.
• Provide exceptional service, portfolio management and advice to all clients.
• Maintain a disciplined approach to managing multiple client activities and tasks.
• Manage and mentor Associates and Senior Associates.
• Build strong, long-term client relationships.

Skills

Portfolio management

Client service

Mentoring

Communication

Education

Bachelor's degree

Tools

e-Money

Salesforce

Excel

Job description

Cerity Partners is seeking a Wealth Management Principal in San Francisco to lead client relationships and a team of associates. You will analyze client financial health, set goals, and design action plans, while delivering portfolio management and high‑quality advisory services.

You will collaborate with partners to grow the practice, maintain client satisfaction, and win referrals. A CFP, extensive planning experience, and leadership能力 are valued as you advance to a lead client advisor role.