Senior Wealth Advisor: Growth, Planning & Client Experience
Cerity Partners
Cerity Partners in El Segundo, CA is seeking a Wealth Advisor to manage key client relationships, develop personalized wealth plans, and grow assets under management. You will lead client meetings, onboard new relationships, and collaborate across tax, legal, and investment teams to deliver a holistic financial plan. You will mentor colleagues, source new client revenue, and ensure an exceptional client experience in a fast-paced environment. #J-18808-Ljbffr Cerity Partners
Vacancy posted 4 days ago
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