Senior Wealth Advisor & Client Growth Leader
Cerity Partners
Cerity Partners is seeking a Principal Wealth Advisor based in San Jose, California. This role focuses on ensuring client retention by meeting diverse service needs and developing personalized wealth planning strategies. Responsibilities include onboarding clients and leading meetings while collaborating with various teams to ensure high-quality client experiences. The ideal candidate will possess strong leadership, problem-solving abilities, and a commitment to client well-being, with relevant designations like CFP or CFA. Join a company dedicated to inclusivity and diversity in the workplace. #J-18808-Ljbffr Cerity Partners
Vacancy posted 2 days ago
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