Principal Wealth Advisor
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
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.
The Principal Wealth Advisor role at Cerity Partners LLC is now open for applications in Los Altos, CA, United States.
As a Principal Wealth Advisor, you will play an important part at Cerity Partners LLC in Los Altos, CA, United States.
We invite applications for the Principal Wealth Advisor position located in Los Altos, CA, United States.
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