Wealth Management Principal — Lead Client Advisor

Cerity Partners; San Francisco (CA); Hybrid; USD 150,000 - 200,000; Full time

Benefits offered by this job

Health insurance day 1

401(k) with 4% match

Flexible PTO

Parental Leave

Education assistance

Volunteer time

Job summary

Cerity Partners in San Francisco Bay Area seeks a Wealth Management Principal to deliver comprehensive financial planning and portfolio management for a high‑touch client base. You will collaborate with Partners to manage a sizable book, mentor junior staff, and drive growth while maintaining the highest client service standards.

The role blends leadership and technical expertise in financial planning, with strong emphasis on relationship building and rainmaking in a hybrid environment.

Qualifications

• Bachelor’s degree and 7–10 years of professional work experience, with 3+ years financial planning.
• CFP designation is preferred and strongly valued.
• Demonstrated excellence in client service, presentations, and communication.

Responsibilities

• Manage a client load of 75–80 clients with Partners and colleagues.
• Provide portfolio management, financial planning, and client advice.
• Mentor and develop Associates and Senior Associates.
• Build and maintain long-term client relationships.
• Analyze clients' financial health, goals, and action plans.
• Coordinate client meetings, agendas, and follow-up actions.

Skills

Portfolio management

Client relationships

Financial planning

Communication

Team leadership

Education

Bachelor's degree

CFP designation

Tools

eMoney

Salesforce

Excel

Job description

Cerity Partners in San Francisco Bay Area seeks a Wealth Management Principal to deliver comprehensive financial planning and portfolio management for a high‑touch client base. You will collaborate with Partners to manage a sizable book, mentor junior staff, and drive growth while maintaining the highest client service standards.

The role blends leadership and technical expertise in financial planning, with strong emphasis on relationship building and rainmaking in a hybrid environment.