Senior Wealth Advisor: Assets, Lead Client
Job in
Los Angeles, Los Angeles County, California, 90079, USA
Listed on 2026-01-12
Listing for:
Cerity Partners LLC
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
A leading financial advisory firm in Los Angeles seeks an experienced Wealth Advisor to manage client relationships and deliver personalized wealth planning strategies. The role involves onboarding new clients, leading meetings, and collaborating with various departments to ensure a superior client experience. Ideal candidates will have 5+ years in the industry, strong interpersonal skills, and familiarity with tools like Salesforce and e-Money.
This position offers a comprehensive benefits package including health insurance from day one.
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Position Requirements
10+ Years
work experience
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