Senior Wealth Advisor: Growth, Strategy & Client Experience

Cerity Partners; Lansdowne (VA); On-site; USD 120,000 - 175,000; Full time

Benefits offered by this job

Health/Dental/Vision insurance

401(k) 4% match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners is seeking a Principal Wealth Advisor to serve as a lead relationship manager, growing assets under management while delivering a superior client experience. You will guide high-net-worth clients through personalized wealth planning, coordinate with tax, legal and investment teams, and mentor colleagues across the firm.

The role requires a bachelor’s degree, Series 65, and one of CFP® or CFA designations, with 7–10+ years of industry experience.

Qualifications

• Bachelor’s degree required.
• Series 65 certification required.
• CFP®, CFA or equivalent advanced designation preferred.
• 7–10+ years of industry experience.

Responsibilities

• Manage client relationships and ensure high retention.
• Develop customized wealth planning strategies.
• Onboard new clients via multiple programs.
• Lead and participate in prospect presentations.
• Coordinate with tax, legal, and investment teams.
• Mentor colleagues in wealth planning and business development.

Skills

Relationship management

Wealth planning

Client onboarding

Leadership

Education

Bachelor’s degree

Series 65

CFP or CFA designation

Advanced designation (CPA/JD/CHFC)

Tools

Salesforce

e-Money

PowerPoint

Word

Excel

Outlook

Job description

Cerity Partners is seeking a Principal Wealth Advisor to serve as a lead relationship manager, growing assets under management while delivering a superior client experience. You will guide high-net-worth clients through personalized wealth planning, coordinate with tax, legal and investment teams, and mentor colleagues across the firm.

The role requires a bachelor’s degree, Series 65, and one of CFP® or CFA designations, with 7–10+ years of industry experience.