Senior Wealth Advisor - Client Growth & Planning Leader

Cerity Partners Management LLC

  • Pasadena, CA
  • 6 days ago
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    Skills

    • Asset Managementunmatched
    • Chartered Financial Analyst (CFA)unmatched
    • Communication Skillsunmatched
    • Customer Relationship Management (CRM)unmatched
    • Financial Planningunmatched
    • Leadershipunmatched
    • Series 65unmatched

    Description

    Cerity Partners is seeking a Wealth Advisor in Pasadena to manage top client relationships and grow assets under management through personalized wealth planning. You will lead client meetings, onboard new clients, and collaborate with internal teams to deliver holistic financial plans.Ideal candidates have 7–10+ years of experience, a Series 65, and CFP/CFA or equivalent designation, with a track record of leadership and strong communication skills.#J-18808-Ljbffr

    Numbers & Facts

    LocationPasadena, CA

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