Senior Wealth Planner: Grow Client Wealth & Lead Strategy
$95k - $120kCerity Partners Management LLC
Cerity Partners Management LLC in Nashville is seeking a Senior Wealth Planner to manage client relationships and develop personalized wealth planning strategies. This role requires strong interpersonal skills and the ability to onboard new clients efficiently. You will work closely with internal teams to provide a holistic approach to clients' financial needs while mentoring colleagues and ensuring exceptional client experience. The position offers a competitive salary range of $95,000 to $120,000 and a comprehensive benefits package. #J-18808-Ljbffr Cerity Partners Management LLC
Vacancy posted 19 hours ago
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