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Senior Wealth Advisor: Client & Planning
Job in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-06-19
Listing for:
Cerity Partners Management LLC
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Cerity Partners Management LLC in San Jose, CA, is seeking a Principal Wealth Advisor responsible for managing client relationships and ensuring high retention rates through personalized wealth planning strategies. In this role, you will onboard new clients, collaborate with internal teams, and mentor colleagues while focusing on growing assets under management.
A Bachelor's degree, Series 65 license, and 7–10+ years of industry experience are required. The position offers a competitive compensation range between $165,000 and $175,000 annually.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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