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A leading financial services company seeks a Principal Wealth Advisor to manage client relationships and develop tailored wealth planning strategies. This role requires strong leadership and interpersonal skills, ensuring exceptional client satisfaction and mentoring colleagues. Applicants should have relevant industry experience and professional designations.
The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by addressing client needs across all dimensions of wealth management. The Principal Wealth Advisor provides superior client experiences by developing personalized wealth planning strategies, leading client meetings, mentoring colleagues, and collaborating across departments. Your focus will be ensuring exceptional client satisfaction and participating in business development.
Primary Responsibilities
Ideal Candidate Profile - "Our Casting Call!"
Required Qualifications :
Skills and Competencies :
Physical Requirements :
Compensation Range : 150,000-$200,000
Why Cerity Partners :
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package :
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [emailprotected] . Applicants must be authorized to work for any employer in the U.S.