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Senior Wealth Advisor & Client Architect
Job in
Naples, Collier County, Florida, 33939, USA
Listed on 2026-01-12
Listing for:
Cerity Partners
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A leading financial advisory firm in Naples, Florida is seeking a Principal Wealth Advisor to act as a key relationship manager, ensuring client retention and satisfaction. The role requires a bachelor's degree and CFP® or CFA designation along with 7-10 years of experience. Ideal candidates will have strong leadership skills and the ability to independently manage client relationships while developing personalized financial strategies.
The position offers a competitive salary of $150,000 to $200,000 along with great benefits including insurance and a 401(k) match.
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Position Requirements
10+ Years
work experience
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