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David Careers

Senior Wealth Advisor: Client Growth & Planning

Posted yesterday

cerity partners managementSan Jose (CA)
Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

SALARY

$165,000 and $175,000 annually

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About the role

Cerity Partners Management LLC in San Jose, CA, is seeking a Principal Wealth Advisor responsible for managing client relationships and ensuring high retention rates through personalized wealth planning strategies. In this role, you will onboard new clients, collaborate with internal teams, and mentor colleagues while focusing on growing assets under management. A Bachelor's degree, Series 65 license, and 7–10+ years of industry experience are required. The position offers a competitive compensation range between $165,000 and $175,000 annually.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.

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