Senior Wealth Advisor & Client Growth Leader

Cerity Partners; San Jose (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

Financial assistance for education

Job summary

Cerity Partners is seeking a Principal Wealth Advisor based in San Jose, California. This role focuses on ensuring client retention by meeting diverse service needs and developing personalized wealth planning strategies. Responsibilities include onboarding clients and leading meetings while collaborating with various teams to ensure high-quality client experiences.

The ideal candidate will possess strong leadership, problem-solving abilities, and a commitment to client well-being, with relevant designations like CFP or CFA. Join a company dedicated to inclusivity and diversity in the workplace.

Qualifications

• Must have Series 65 and either CFP or CFA designation.
• 7-10+ years of relevant industry experience required.
• Ability to develop wealth planning strategies independently.

Responsibilities

• Lead client meetings and ensure high retention rates.
• Develop customized wealth planning strategies for clients.
• Onboard new client relationships through various programs.
• Coordinate with internal departments to meet client needs.
• Mentor colleagues in wealth planning and client management.

Skills

Relationship management

Wealth planning

Client onboarding

Leadership

Problem-solving

Networking

Attention to detail

Financial analysis

Education

Series 65

CFP or CFA designation

7-10+ years of industry experience

Tools

e-Money

Salesforce

Microsoft Office Suite

Job description

Cerity Partners is seeking a Principal Wealth Advisor based in San Jose, California. This role focuses on ensuring client retention by meeting diverse service needs and developing personalized wealth planning strategies. Responsibilities include onboarding clients and leading meetings while collaborating with various teams to ensure high-quality client experiences.

The ideal candidate will possess strong leadership, problem-solving abilities, and a commitment to client well-being, with relevant designations like CFP or CFA. Join a company dedicated to inclusivity and diversity in the workplace.