Senior Wealth Advisor | Client Growth & Strategy
Cerity Partners
Cerity Partners in Houston seeks a Principal Wealth Advisor to serve as a key relationship manager, growing assets under management while delivering exceptional client outcomes. You will onboard new clients, lead client meetings, and collaborate with tax, legal, and investment teams to provide holistic wealth planning strategies for high-net-worth clients. A CFP/CFA designation and Series 65, plus 7+ years of experience, are required. This role offers a dynamic, client-focused environment. #J-18808-Ljbffr
Vacancy posted 4 days ago
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