Principal Wealth Advisor

Cerity Partners LLC; Los Altos (CA); On-site; USD 165,000 - 175,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with 4% match

Flexible PTO policy

Parental Leave

Financial assistance for education

Job summary

Cerity Partners LLC is seeking a Principal Wealth Advisor in Los Altos, CA. This role involves leading client relationships, ensuring high retention, and developing personalized wealth planning strategies. Candidates must have a Bachelor's degree, Series 65, and 7-10+ years of experience in the industry.

The successful advisor will collaborate across teams to enhance client experiences while mentoring colleagues. A strong knowledge of financial planning and leadership skills is essential for success in this fast-paced position.

Qualifications

• 7-10+ years of industry experience required.
• Must possess Series 65.
• Strong attention to detail and problem-solving skills needed.

Responsibilities

• Serve as a key relationship manager for clients.
• Develop customized wealth planning strategies.
• Onboard new clients and lead client meetings.

Skills

Leadership

Client relationship management

Financial planning

Interpersonal skills

Salesforce knowledge

Education

Bachelor's degree

CFP or CFA designation

Tools

e-Money

PowerPoint

Excel

Job description

Cerity Partners LLC is seeking a Principal Wealth Advisor in Los Altos, CA. This role involves leading client relationships, ensuring high retention, and developing personalized wealth planning strategies. Candidates must have a Bachelor's degree, Series 65, and 7-10+ years of experience in the industry.

The successful advisor will collaborate across teams to enhance client experiences while mentoring colleagues. A strong knowledge of financial planning and leadership skills is essential for success in this fast-paced position.