About this opportunity
Cerity Partners lists this Senior Wealth Advisor & Client Growth Leader opportunity in west conshohocken, Pennsylvania. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Cerity Partners in West Conshohocken, PA seeks a Senior Wealth Advisor to serve as a key relationship manager, delivering personalized wealth planning and investment strategies while maintaining high client retention.
The role involves onboarding new clients, leading meetings, collaborating across tax, legal and investment teams, mentoring colleagues, and driving holistic solutions to grow assets under management.
#J-18808-Ljbffr
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.