New Grad Wealth Planner - Hybrid in Houston

Cerity Partners; Houston (TX); Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners in Houston, TX invites a Wealth Planner (New College Graduate 2027) to join our team. You will support a Wealth Advisor, develop financial plans, and assist in client meetings while gaining exposure to operations and client service.

Training includes Cerity Partners University with Series 65 prep and travel coverage. The role is hybrid with a base salary in the mid-60s to mid-70s, plus comprehensive benefits and professional development support.

Qualifications

• Bachelor’s degree required.
• Series 65 must be obtained within three months of hire.
• 0-2+ years in financial planning, estate planning and/or tax planning/preparation.

Responsibilities

• Interact with clients and support Wealth Advisor to deliver outstanding service.
• Input client data into financial planning, tax, and estate planning software.
• Prepare investment proposals and analyze existing investments for clients.
• Assist with onboarding and scheduling client meetings; manage client portals and CRM.

Skills

Client communication

Wealth planning

Salesforce

e-Money

Holistiplan

Problem solving

Time management

Relationship building

Ethical conduct

Education

Bachelor's degree

CFP (preferred)

Series 65 (to be obtained)

Tools

Salesforce

e-Money

Holistiplan

Job description

Cerity Partners in Houston, TX invites a Wealth Planner (New College Graduate 2027) to join our team. You will support a Wealth Advisor, develop financial plans, and assist in client meetings while gaining exposure to operations and client service.

Training includes Cerity Partners University with Series 65 prep and travel coverage. The role is hybrid with a base salary in the mid-60s to mid-70s, plus comprehensive benefits and professional development support.