Position Summary:
A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients’ goals and values. This colleague will support a Wealth Advisor in managing client relationships. Alongside the advisor, the wealth planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The planner will also assist with client meetings and present findings and recommendations. The Wealth Planner will also get valuable experience in client operations, understanding how the Operations team also plays a role in delivering exceptional service to our clients.
We are excited to invite you to join us as part of the Houston team and join our 4th annual Cerity Partners University class.
What is Cerity Partners University?
Cerity Partners University (CPU) focuses on the growth and development of newly hired colleagues, which takes place in our dedicated training space in Louisville, KY. During the in-person training, you will learn the basics of working with clients, train on the Cerity Partners Way, and prepare you to test for the Series 65. Training will begin in July and last for four weeks with all travel and expenses covered by the firm. After training you will return to your local office to start your wealth management journey and make your mark!
Primary Responsibilities
Proactively interact with clients and assist in creating an outstanding client experience.
Analyze and input client data into financial planning, tax planning and estate planning software..
Help prepare investment proposals for new clients.
Help analyze existing investments for current clients.
Prepare forms and reports for client meetings.
Develop client recommendations with assistance from the Wealth Advisor.
Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney).
Assist in Scheduling client meetings. Receive client calls and resolve questions/issues as needed.
Help maintain client portals. Assist operations team with onboarding of new clients: customize our standard contract with new client information, obtain all appropriate forms from custodian, and work with new clients to ensure accurate completion. Coordinate submission with the custodian for processing.
Assist with cash transfers, wires, data maintenance, reporting and trading as needed.
Other duties as assigned
Required Qualifications:
Bachelor’s degree
Series 65 (to be obtained within three months of hire date)
0-2+ years financial planning, estate planning and/or tax planning/ preparation experience
Preferred Qualifications:
Pursuing or has attained a CFP®
Skills and Competencies:
Ability to talk to clients independently
Ability to develop wealth planning and investment recommendations and present to clients when applicable
Working knowledge of e-Money, Salesforce, Holistiplan a strong plus.
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.
Ability to build and maintain relationships with potential and current clients.
Tenacious about doing what is right for the client – always.
Compensation Range:
$65K - $75K base
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
- Series 65 certification within three months of hire
- 0–2+ years of financial planning, estate planning, or tax planning/preparation experience
- CFP certification or pursuit of CFP certification
- Ability to talk to clients independently
- Ability to develop and present wealth planning and investment recommendations
- Exceptional problem-solving, organization, prioritization, and deadline-management skills
- Ability to work proactively with little supervision in a fast-paced, changing environment
- Ability to build and maintain relationships with potential and current clients
- Authorization to work for any employer in the United States
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/.
