Senior Wealth Advisor: Relationship & Growth Strategist
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Finance & Banking
Job Description & How to Apply Below
Cerity Partners is seeking a Wealth Advisor to act as a primary relationship manager, growing assets under management while delivering exceptional client outcomes. The role emphasizes onboarding, cross-department collaboration, and mentoring colleagues to elevate service quality.
The ideal candidate has 7–10+ years of industry experience, a Bachelor's degree, Series 65, and CFP or CFA designation (or equivalent). Salary range offered is $140,000–$160,000 with comprehensive benefits.
This opportunity is for the Senior Wealth Advisor:
Relationship & Growth Strategist role at Cerity Partners Management LLC.
The Senior Wealth Advisor:
Relationship & Growth Strategist position in the Finance, Sales field is open for applications.
We have an opening for a Senior Wealth Advisor:
Relationship & Growth Strategist in El Segundo, CA, United States within Finance, Sales.
This role, Senior Wealth Advisor:
Relationship & Growth Strategist at Cerity Partners Management LLC, could be your next opportunity.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
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