Senior Wealth Planner - Client-Centric Financial Strategy

Cerity Partners Management LLC; Nashville (TN); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with 4% match

Flexible PTO

Parental Leave

Education assistance

Community involvement

Commuter benefits

Job summary

Cerity Partners is seeking a Wealth Planner to support Wealth Advisors in delivering comprehensive financial plans tailored to client goals. You will assist with onboarding, data gathering, and presenting recommendations to clients, while developing strategies using eMoney and Salesforce.

You will collaborate with the advisory team to build detailed financial plans, communicate with clients, and maintain accurate CRM records, contributing to a high-quality client experience in a fast-paced

Qualifications

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

Responsibilities

• Assist advisory team with onboarding of new clients and customize contracts.
• Coordinate submissions with custodians and process cash transfers.
• Schedule and prepare client meetings and proposals.
• Analyze client data in financial planning software and build financial plans.

Skills

Client communication

Mentor teammates

Wealth planning

Present to clients

Problem solving

Relationship building

Education

Bachelor’s degree

CFP designation (pursuing/attained)

Series 65 within 3 months

Tools

Salesforce

eMoney

Job description

Cerity Partners is seeking a Wealth Planner to support Wealth Advisors in delivering comprehensive financial plans tailored to client goals. You will assist with onboarding, data gathering, and presenting recommendations to clients, while developing strategies using eMoney and Salesforce.

You will collaborate with the advisory team to build detailed financial plans, communicate with clients, and maintain accurate CRM records, contributing to a high-quality client experience in a fast-paced