Principal Wealth Advisor
Cerity Partners LLC
Cerity Partners LLC is seeking a Principal Wealth Advisor in Los Altos, CA. This role involves leading client relationships, ensuring high retention, and developing personalized wealth planning strategies. Candidates must have a Bachelor's degree, Series 65, and 7-10+ years of experience in the industry. The successful advisor will collaborate across teams to enhance client experiences while mentoring colleagues. A strong knowledge of financial planning and leadership skills is essential for success in this fast-paced position. #J-18808-Ljbffr Cerity Partners LLC
Vacancy posted 3 days ago
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