Hybrid Wealth Planner for Client-Focused Financial Plans

Cerity Partners LLC; Pasadena (CA); Hybrid; USD 85,000 - 125,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with match

Flexible PTO

Parental Leave

Education support

Commuter benefits

Job summary

Cerity Partners LLC seeks a Wealth Planner to support the Wealth Advisor in delivering comprehensive wealth management strategies. You will help manage client relationships, develop personalized financial plans, and present findings to clients.

The role involves client meetings, data analysis in planning software, and effective CRM maintenance. Requirements include a Bachelor’s degree, Series 65, and 4+ years in financial planning, with CFP pursuit or designation preferred.

Qualifications

• Bachelor’s degree required and Series 65 is expected.
• CFP pursuit or designation preferred.
• Minimum 4+ years of financial planning experience.
• Experience with estate or tax planning a plus.
• Knowledge of eMoney and Salesforce is advantageous.

Responsibilities

• Assist Wealth Advisor in managing client relationships and onboarding.
• Prepare and present financial plans and recommendations.
• Participate in client meetings and resolve client inquiries.
• Process cash transfers, wires, and account openings with custodians.
• Maintain and organize CRM data and reporting.
• Conduct independent research to support client proposals.

Skills

Client communication

Mentoring

Wealth planning

Salesforce knowledge

Education

Bachelor’s degree

Series 65

CFP pursuing/CFP

Tools

eMoney

Salesforce

Job description

Cerity Partners LLC seeks a Wealth Planner to support the Wealth Advisor in delivering comprehensive wealth management strategies. You will help manage client relationships, develop personalized financial plans, and present findings to clients.

The role involves client meetings, data analysis in planning software, and effective CRM maintenance. Requirements include a Bachelor’s degree, Series 65, and 4+ years in financial planning, with CFP pursuit or designation preferred.