Senior Wealth Planner

Cerity Partners; El Segundo (CA); On-site; USD 90,000 - 115,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners is seeking a Wealth Planner to support a Wealth Advisor in delivering comprehensive wealth management strategies aligned with clients’ goals. The role involves developing individualized financial plans, presenting recommendations, and supporting client meetings.

Responsibilities include onboarding, data input, and preparing client reports, with emphasis on client experience and accurate transaction processing. CFP pursuit and Series 65 are valued credentials.

Qualifications

• Bachelor’s degree required.
• Series 65 must be obtained within three months of hire.
• 5+ years of financial planning, estate planning and/or tax planning experience.
• Pursuing or has attained CFP® designation.

Responsibilities

• Assist onboarding of new clients: customize contracts, obtain forms, and coordinate with custodian.
• Process cash transfers, wires, data maintenance, reporting and trading as needed.
• Process account openings, deposits, and custodial tasks.
• Interact with clients to deliver an outstanding experience and schedule meetings.
• Answer client calls and resolve questions as needed.
• Input and analyze client data in financial planning software.
• Assist with timely completion of client transaction requests.
• Prepare forms and reports for client meetings.
• Conduct research and build financial plans for prospective clients.
• Develop client recommendations with Wealth Advisor.
• Help build comprehensive financial plans.
• Maintain CRM (Salesforce) and use planning software (eMoney).
• Ongoing CRM maintenance and quality control.
• Other duties as assigned.

Skills

Client communication

Mentor teammates

Wealth planning

Relationship building

Problem solving

Fast-paced environment

Education

Bachelor’s degree

Series 65

CFP designation (pursuing or attained)

Tools

eMoney

Salesforce

Job description

Cerity Partners is seeking a Wealth Planner to support a Wealth Advisor in delivering comprehensive wealth management strategies aligned with clients’ goals. The role involves developing individualized financial plans, presenting recommendations, and supporting client meetings.

Responsibilities include onboarding, data input, and preparing client reports, with emphasis on client experience and accurate transaction processing. CFP pursuit and Series 65 are valued credentials.