Wealth Advisor
Cerity Partners Management is hiring for Wealth Advisor in San Jose Office. Senior level. First seen October 28, 2026; open as of November 13, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- Cerity Partners Management
- Where
- San Jose Office
- Level
- Senior
- First seen
- October 28, 2026
- Listed via
- Workday
What the posting says
Position Summary: The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary advisor when needed. The Principal Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. Your focus will be on growing assets under management while ensuring exceptional client outcomes and satisfaction.…
Read more and apply on Cerity Partners Management's site
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