Associate Wealth Planner - June 2026

Cerity Partners Management LLC; United States; On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health, Dental & Vision Insurance

Flexible Spending Accounts

401(k) Savings & Investment Plan

Flexible Paid Time Off

Education and Professional Certifications Reimbursement

Job summary

Cerity Partners Management LLC is seeking an Associate Wealth Planner to provide technical support for Financial Advisors. This entry-level position includes client relationship management, planning updates, and asset management. Applicants should have a Bachelor’s degree and a Series 65 license within three months of hiring.

Key skills include proficiency in Microsoft Office, strong communication, problem-solving skills, and the ability to work in a fast-paced environment. The company offers various benefits including health insurance and flexible paid time off.

Qualifications

• Bachelor’s degree required.
• Series 65 license to be obtained within three months of hire date.
• 0-2+ years of experience in financial planning or related fields.

Responsibilities

• Manage ongoing client relationships and communications.
• Implement portfolio changes and gather data for financial planning.
• Coordinate complete financial planning and wealth management.

Skills

Self-confidence

Team player with strong leadership skills

Proficiency in Microsoft Office

Excellent communication skills

Detail-oriented focus

Problem-solving skills

Education

Bachelor’s degree

Tools

e-Money

Salesforce

Job description

Associate Wealth Planner

The Associate Wealth Planner is a junior advisor/support position that provides technical support for all Financial Advisors. Responsibilities include data gathering, modeling, case design, scenario building, plan development, presentation development, etc. The Associate may participate in client meetings but not in an advice capacity. In addition, this position has no decision-making authority on client matters. Associates may also participate in developing investment and financial planning strategy decisions as part of the team’s internal initiatives.

Responsibilities

• Client relationship management: ongoing and regular client contact and communications.
• Client service: planning updates, portfolio changes and reviews, data gathering, implementation of recommendations, correspondence, and reporting.
• Client asset management: coordination of complete financial planning and wealth management (analysis, estate planning, tax strategies for assets under management, and portfolio management).
• Client and team meetings, operations support, and special projects as needed.
• Other duties as assigned.

Required Credentials

• Bachelor’s degree
• Series 65 license (to be obtained within three months of hire date)
• 0-2+ years of experience in financial planning, estate planning, and/or tax planning/preparation
• Pursuing or has attained a CFP®

Skills & Competencies

• Self‑confidence, personal integrity, and understanding of fiduciary responsibility
• Team player with strong leadership skills, ability to multitask and manage time effectively
• Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and financial planning/CRM/PM software
• Excellent communication and listening skills
• Desire/ability to work successfully in a small company environment
• Detail‑oriented focus and professional demeanor
• 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 (a strong plus)
• Exceptional problem‑solving skills, ability to organize and prioritize work to meet deadlines proactively with little supervision
• 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.

Physical Requirements

Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times.

Benefits & Rewards

• Health, Dental & Vision Insurance
• Flexible Spending Accounts
• Health Savings Accounts
• 401(k) Savings & Investment Plan
• Flexible Paid Time Off
• Education and Professional Certifications Reimbursement (eligible after 90 days of continuous active service)

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 [e-mail]. Applicants must be authorized to work for any employer in the U.S. Cerity Partners is an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues.