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Principal Wealth Advisor
Job in
Los Altos, Santa Clara County, California, 94024, USA
Listed on 2026-06-15
Listing for:
Cerity Partners LLC
Full Time
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
Cerity Partners LLC is seeking a Principal Wealth Advisor in Los Altos, CA. This role involves leading client relationships, ensuring high retention, and developing personalized wealth planning strategies. Candidates must have a Bachelor's degree, Series 65, and 7-10+ years of experience in the industry.
The successful advisor will collaborate across teams to enhance client experiences while mentoring colleagues. A strong knowledge of financial planning and leadership skills is essential for success in this fast-paced position.
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