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© All Rights Reserved. ApplyBlast.com
Cerity Partners
A Principal Wealth Advisor at Cerity Partners acts as a key relationship manager, developing personalized wealth planning strategies to drive client retention and asset growth. The role involves onboarding new clients, leading meetings, and collaborating with internal teams like tax and legal to deliver holistic financial solutions. This position also includes mentoring colleagues and proactively managing complex client needs in a fast-paced environment.
Cerity Partners offers comprehensive, custom-tailored wealth management for individuals, businesses, and nonprofit organizations.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Cerity Partners.
28% above the average for this role
CitywireWarburg Pincus to lead $1bn investment in Cerity Partners at $8.5bn valuation: Sources
3 weeks ago
