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Principal Wealth Jobs (NOW HIRING)

Cerity Partners

Wealth Advisor

Los Altos, CA · On-site

$165K - $175K/yr

The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role ...

Ceritypartners

Wealth Advisor

Los Altos, CA

$165K - $175K/yr

The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role ...

Savvy Advisors, Inc.

Principal Wealth Advisor

$200K/yr

Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy ...

Bakertilly

Private Wealth Tax Principal

Seattle, WA

If yes, consider joining Baker Tilly (BT) as a Private Wealth T ax Principal ! Our Private Wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners.

Baker Tilly

Private Wealth Tax Principal

Seattle, WA · On-site

If yes, consider joining Baker Tilly (BT) as a Private Wealth T ax Principal ! Our Private Wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners.

Bakertilly

Private Wealth Tax Principal

Tacoma, WA

If yes, consider joining Baker Tilly (BT) as a Private Wealth T ax Principal ! Our Private Wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners.

Bakertilly

Private Wealth Tax Principal

Eugene, OR

If yes, consider joining Baker Tilly (BT) as a Private Wealth T ax Principal ! Our Private Wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners.

Bakertilly

Private Wealth Tax Principal

Everett, WA

If yes, consider joining Baker Tilly (BT) as a Private Wealth T ax Principal ! Our Private Wealth practice recognizes the unique challenges of wealthy individuals and privately held business owners.

Cesna Group

Principal Advisor

Totowa, NJ · On-site

$100K - $200K/yr

Investment Portfolio & Wealth Management * -Monitor and manage commercial real estate investment ... Principal's private wealth portfolio, and assist in tax and estate planning Qualifications ...

Principal

Experienced Financial Advisor

Lansing, MI · On-site

$100K/yr

At Principal, you'll have access to innovative retirement, employee benefits, and wealth management solutions designed to help small and mid-sized businesses attract, retain, and support their ...

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All JobsPrincipal Wealth Jobs

Principal Wealth information

See salary details

$36.5K

$109.4K

$182K

How much do principal wealth jobs pay per year?

As of Jul 29, 2026, the average yearly pay for principal wealth in the United States is $109,393.00, according to ZipRecruiter salary data. Most workers in this role earn between $85,000.00 and $125,000.00 per year, depending on experience, location, and employer.

How does a Principal Wealth professional typically collaborate with clients and internal teams to develop personalized financial strategies?

Principal Wealth professionals work closely with clients to understand their financial goals, risk tolerance, and investment preferences. They often collaborate with internal teams, such as investment analysts, tax advisors, and legal experts, to craft comprehensive and customized wealth management strategies. Regular meetings and transparent communication are essential to ensure that clients' portfolios are aligned with their evolving objectives. This collaborative approach helps deliver holistic financial solutions and foster long-term client relationships.

What is the difference between Principal Wealth vs Wealth Manager?

AspectPrincipal WealthWealth Manager
CredentialsCFP, CFA, or equivalent certifications often preferredCFP, CFA, or similar certifications common
Work EnvironmentTypically works at a high level with HNWIs, often within private banks or wealth firmsWorks directly with clients to manage investments and financial plans, often in financial advisory firms
Employer & Industry UsageUsed mainly in private banking, wealth management firms, and financial institutionsCommon in financial advisory firms, banks, and independent practices

Principal Wealth and Wealth Manager roles both serve high-net-worth clients, but Principal Wealth often involves a higher-level strategic position within private banking or wealth firms, focusing on overall wealth strategy. Wealth Managers typically handle day-to-day investment management and financial planning. The roles overlap in credentials and client interaction, but Principal Wealth usually has broader responsibilities and a more senior strategic focus.

What are Principal Wealth managers?

Principal Wealth managers are financial professionals who provide personalized financial planning and investment management services to individuals, families, or organizations. They help clients define their financial goals, develop strategies for saving, investing, and retirement planning, and manage their portfolios to grow and protect wealth. Principal Wealth managers may also offer advice on tax planning, estate planning, and risk management to ensure clients' long-term financial wellbeing.

What are the key skills and qualifications needed to thrive as a Principal Wealth Advisor, and why are they important?

To thrive as a Principal Wealth Advisor, you need deep knowledge of financial planning, investment strategies, and relevant regulations, typically supported by a bachelor’s degree in finance or a related field and certifications like CFP or CFA. Familiarity with portfolio management software, CRM systems, and financial analysis tools is essential. Strong interpersonal skills, trustworthiness, and clear communication help build lasting client relationships and tailor advice to client needs. These skills and qualities are vital for delivering effective wealth management, maintaining compliance, and fostering client loyalty in a competitive industry.
More about Principal Wealth jobs
What job categories do people searching Principal Wealth jobs look for? The top searched job categories for Principal Wealth jobs are:
Principal Wealth jobs near you
Infographic showing various Principal Wealth job openings in the United States as of July 2026, with employment types broken down into 90% Full Time, 8% Part Time, 1% Temporary, and 1% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $109,393 per year, or $52.6 per hour.
Wealth Advisor

Wealth Advisor

Cerity Partners

Los Altos, CA • On-site

$165K - $175K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 18 days ago

Job description

Position Summary:
The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary advisor when needed. The Principal Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. Your focus will be on growing assets under management while ensuring exceptional client outcomes and satisfaction.
Primary 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.

Required Qualifications:
  • 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

Skills and Competencies:
  • Proficiency in all Wealth Planner functions, plus:
    • Proven leader, decision-maker, and subject matter expert.
    • Independently sources new client revenue and expands upon existing client relationships.
    • Independently develops and communicates wealth planning strategies and manages client relationships.
  • Strong interpersonal and networking skills with both external clients and internal collaboration.
  • Working knowledge of e-Money, Salesforce, PowerPoint, Word, Excel, Outlook a strong plus.
  • Ability to listen and empathize with clients, spot, and analyze issues, and simplify/explain financial concepts to provide solutions.
  • Strong attention to detail, exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required.
  • Must accept and thrive in a fast-paced, changing environment.
  • Tenacious about doing what is right for the client - always.

Physical Requirements
  • Prolonged periods sitting at a desk and working on a computer.

Compensation Range:
$165,000-175,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
  • 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

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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