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.
Primary Responsibilities:
Assist advisory team with onboarding of new clients: customize our standard contract with new client information, obtain all appropriate forms from custodian, and work with each new client to ensure accurate completion. Coordinate submission with the custodian for processing.
Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.
Processing account openings, depositing electronic checks, moving money, and processing tasks with custodians.
Proactively interact with clients and assist in creating an outstanding client experience.
Schedule client meetings.
Receive client calls and resolve questions/issues as needed.
Analyze and input client data into financial planning software.
Assist with the timely completion and submission of all client related transaction requests.
Preparing forms and reports for client meetings.
Conduct independent research and build financial plans for prospective clients.
Develop client recommendations with assistance from the Wealth Advisor.
Assist in building comprehensive financial plans.
Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney).
Ongoing maintenance and quality control of CRM.
Other duties as assigned
Required Qualifications:
Bachelor’s degree
Series 65 (to be obtained within three months of hire date)
2-4+ years financial planning, estate planning and/or tax planning/ preparation experience
Pursuing or has attained a CFP®
Skills & Competencies:
Ability to develop wealth planning and investment recommendations and present to clients when applicable
Working knowledge of e-Money, Salesforce 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:
$77,500-85,000
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
- Series 65 license obtained within three months of hire
- 2-4+ years of financial planning, estate planning, and/or tax planning or preparation experience
- Pursuing or having attained a CFP certification
- Ability to develop wealth planning and investment recommendations and present them to clients
- Exceptional problem-solving, organization, prioritization, and deadline-management skills
- Ability to build and maintain relationships with prospective and current clients
- Ability to work proactively with little supervision in a fast-paced, changing environment
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/.
