Senior Wealth Advisor
Cerity Partners
Cerity Partners is seeking a Wealth Advisor to serve as a key relationship manager, developing personalized wealth planning and investment strategies. You will onboard new clients, lead meetings, and collaborate across departments to deliver a superior client experience. The role requires senior-level experience, Series 65, and professional designations (CFP or CFA). You will mentor colleagues and contribute to business development while maintaining high client retention in a fast-paced #J-18808-Ljbffr
Vacancy posted 11 hours ago
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