Senior Wealth Advisor: Client Growth & Planning

Cerity Partners Management LLC; San Jose (CA); Hybrid; USD 165,000 - 175,000; Full time

Job summary

Cerity Partners Management LLC in San Jose, CA, is seeking a Principal Wealth Advisor responsible for managing client relationships and ensuring high retention rates through personalized wealth planning strategies. In this role, you will onboard new clients, collaborate with internal teams, and mentor colleagues while focusing on growing assets under management.

A Bachelor's degree, Series 65 license, and 7–10+ years of industry experience are required. The position offers a competitive compensation range between $165,000 and $175,000 annually.

Qualifications

• 7–10+ years of industry experience required.
• Series 65 license needed.
• Must be able to empathize with clients and communicate effectively.

Responsibilities

• Manage client relationships and ensure high retention.
• Develop customized wealth planning strategies based on client needs.
• Mentor colleagues on best practices.

Skills

Wealth Planner functions

Leadership

Client revenue sourcing

Communication of strategies

Interpersonal skills

Networking skills

e-Money familiarity

Salesforce knowledge

Attention to detail

Education

Bachelor’s degree

CFP® or CFA designation

Tools

e-Money

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

Cerity Partners Management LLC in San Jose, CA, is seeking a Principal Wealth Advisor responsible for managing client relationships and ensuring high retention rates through personalized wealth planning strategies. In this role, you will onboard new clients, collaborate with internal teams, and mentor colleagues while focusing on growing assets under management.

A Bachelor's degree, Series 65 license, and 7–10+ years of industry experience are required. The position offers a competitive compensation range between $165,000 and $175,000 annually.