We are searching for a motivated individual with a financial planning/wealth management background with a specific interest in financial planning software. This role helps shared services financial planning personnel and wealth management client servicing teams. In addition, it undertakes support functions to ensure that the operations and financial planning tools (primarily eMoney) are used in an efficient and consistent fashion.
Primary Responsibilities:
As a member of the Operations team your responsibilities would include the following activities:
- Become a super-user in the financial planning software, eMoney
- Provide training to new users and users converting from different financial planning tools
- Support advisor/planning teams by answering questions and troubleshooting issues
- Stay up to date on the custom eMoney environment and new features
- Work with custodians and client performance reporting systems representatives to resolve tech issues for users
- Maintain written procedures on all aspects of this position and work to continuously improve processes and increase efficiency
- Create training materials and Power Point presentations as needed
- Help manage cost efficient list of eMoney users, and support with onboarding and offboarding
- Provide support to the internal financial planning resource in one or more areas of expertise
Required Qualifications:
- Bachelor’s degree
- 5 or more years of experience in wealth management/financial planning
- Microsoft Office: Outlook, Word, Excel, Power Point
- General financial services industry knowledge
- Focused on financial planning (FP) and working toward the CFP® designation
- Advanced level of knowledge in eMoney FP software
- Familiarity with MoneyGuide Pro FP software
- Can work effectively in a remote/virtual environment, with a distributed team
- High attention to detail
- Strong organizational skills
- Clear communication abilities
Compensation:
$90,000
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 [email protected]. Applicants must be authorized to work for any employer in the U.S.
Skills Required
- Bachelor's degree
- 5 or more years of experience in wealth management/financial planning
- Microsoft Office: Outlook, Word, Excel, Power Point
- General financial services industry knowledge
- Focused on financial planning and working toward the CFP designation
- Advanced level of knowledge in eMoney financial planning software
- Familiarity with MoneyGuide Pro financial planning software
- Ability to work effectively in a remote/virtual environment with a distributed team
- High attention to detail
- Strong organizational skills
- Clear communication abilities
Cerity Partners Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cerity Partners and has not been reviewed or approved by Cerity Partners.
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Retirement Support — An employer 401(k) match is part of the package, supporting long-term savings. Feedback suggests retirement benefits are a consistent component across materials.
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Leave & Time Off Breadth — Flexible PTO, paid holidays, and paid parental leave are explicitly included, enabling time away when needed. Feedback suggests time-off policies are viewed as a strong element of the offering.
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Wellbeing & Lifestyle Benefits — Hybrid work, commuter benefits, employee assistance resources, and optional spending accounts broaden the total rewards beyond base pay. Feedback suggests these perks contribute to perceived overall balance.
Cerity Partners Insights
What We Do
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
