Senior Wealth Advisor: Client Growth & Planning

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. #J-18808-Ljbffr