Senior Wealth Advisor - Growth & Client Impact

Cerity Partners Management LLC; Lansdowne (Delaware County); On-site; USD 120,000 - 175,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with match

Flexible PTO

Parental Leave

Educational assistance

Commuter benefits

Job summary

Cerity Partners seeks a Principal Wealth Advisor to act as a primary relationship manager, developing personalized wealth plans and onboarding new clients across programs. You will lead client meetings, mentor colleagues, and collaborate across tax, legal, and investment teams to deliver superior outcomes.

The role focuses on asset growth, exceptional client service, and a fast-paced environment with opportunities for cross-department solutions and business development.

Qualifications

• Bachelor’s degree required.
• Series 65 required.
• CFP® or CFA designation required; CPA, JD, CHFC, or another approved designation/degree accepted.
• 7–10+ years of industry experience.

Responsibilities

• Serve as a key relationship manager for clients, achieving high retention.
• Develop customized wealth planning strategies based on goals, risk tolerance, and investments.
• Onboard new client relationships through various programs.
• Lead client meetings and guide onboarding processes.
• Mentor colleagues on wealth planning, client management, and business development.
• Coordinate with tax, legal, and investment teams to deliver holistic financial plans.

Skills

Relationship management

Wealth planning

Client onboarding

Leadership

Communication

Education

Bachelor's degree

Series 65

CFP or CFA designation

Tools

e-Money

Salesforce

PowerPoint

Word

Excel

Outlook

Job description

Cerity Partners seeks a Principal Wealth Advisor to act as a primary relationship manager, developing personalized wealth plans and onboarding new clients across programs. You will lead client meetings, mentor colleagues, and collaborate across tax, legal, and investment teams to deliver superior outcomes.

The role focuses on asset growth, exceptional client service, and a fast-paced environment with opportunities for cross-department solutions and business development.