Senior Wealth Planner: Grow Client Wealth & Lead Strategy

Cerity Partners Management LLC

Nashville, TN

JOB DETAILS
SALARY
$95,000–$120,000 Per Year
SKILLS
Alliance/Partner Management, Customer Experience, Customer Relationship Management (CRM), Interpersonal Skills, Mentoring, Sales Management, Strategic Planning, Team Player
LOCATION
Nashville, TN
POSTED
1 day ago

Cerity Partners Management LLC in Nashville is seeking a Senior Wealth Planner to manage client relationships and develop personalized wealth planning strategies. This role requires strong interpersonal skills and the ability to onboard new clients efficiently.You will work closely with internal teams to provide a holistic approach to clients' financial needs while mentoring colleagues and ensuring exceptional client experience.The position offers a competitive salary range of $95,000 to $120,000 and a comprehensive benefits package.#J-18808-Ljbffr

About the Company

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Cerity Partners Management LLC