Principal Wealth Advisor jobs in United States
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Cerity Partners · 1 week ago

Principal Wealth Advisor

positionBoston, MA
timeFull-time
remoteOnsite
senioritySenior Level, Lead/Staff
money$120K/yr - $180K/yr
date7+ years exp

Cerity Partners is a company focused on delivering exceptional service to clients. The Principal Wealth Advisor will serve as a key relationship manager, ensuring high client retention and developing personalized wealth planning strategies while leading client meetings and collaborating across departments.

BankingFinanceFinancial Services
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Responsibilities

Serve as a key relationship manager for clients, meeting all service needs and achieving high levels of retention
Develop and communicate customized wealth planning strategies based on clients’ financial goals, risk tolerance, and investment preferences
Serve as a secondary advisor for selected clients as needed
Onboard new client relationships through organic pipelines, Custodian Referral Programs, and Workplace Solution Programs
Lead and/or actively participate in prospect presentations and guide new clients through the onboarding process
Lead client meetings through all phases of our wealth planning process
Coordinate with internal departments (tax, legal, investment teams etc.) to ensure a holistic approach to each client’s financial plan
Identify cross-department solutions for client needs and able to speak generally of other service offerings
Mentor and train colleagues on best practices in wealth planning, client management, and business development
Proactively interact with clients and lead team to create a spectacular client experience
Assist with the timely completion and submission of all client related transaction requests
Involvement in company committees and/or firm-wide initiatives
Perform other duties as deemed necessary or as directed

Qualification

Series 65CFP®CFA designationWealth planning strategiesE-MoneySalesforceInterpersonal skillsClient managementNetworking skillsProblem-solving skillsAttention to detail

Required

Bachelor's degree
Series 65
Completion of CFP® or CFA designation– CPA, JD, CHFC, or another approved advanced designation/degree
7-10+ years of industry experience

Preferred

Working knowledge of e-Money, Salesforce, PowerPoint, Word, Excel, Outlook a strong plus

Benefits

Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits

Company

Cerity Partners

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Cerity Partners is a financial services company specializes in banking,finance and personal loan.
dateFounded in 2009
location
New York, New York, USA
people-size1001-5000 employees
web-link
https://ceritypartners.com/

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Audax Private Debt
2022-07-29Debt Financing
2022-07-13Acquired
2021-02-21Debt Financing

Leadership Team

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Kurt Miscinski
President & CEO
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Carol Benz
Partner & Chief People Officer
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Recent News

GlobeNewswire
Nasdaq Private Market Closes Series C Round, Marking 4x Valuation Step-up Since 2024
2026-01-16
Private Banker International
Cerity Partners merges with SOL Capital Management
2026-01-11
Pulse 2.0
Cerity Partners Merges With SOL Capital Management, Expanding Presence In Maryland And The Washington, D.C. Region
2026-01-11
Company data provided by crunchbase