Wealth Planner

Cerity-Partners; Boston (MA); On-site; USD 85,000 - 95,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with 4% match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners in Boston, MA is seeking a Wealth Planner to support a Wealth Advisor by delivering comprehensive wealth management strategies aligned with client goals and values. You will assist with onboarding, develop individualized financial plans, and present recommendations to clients.

You will also manage client meetings, input data into eMoney, maintain Salesforce CRM, and conduct research to tailor recommendations for prospective clients in a fast-paced environment.

Qualifications

• Bachelor’s degree required.
• Series 65 within three months of hire date.
• 2–5 years in financial planning, estate planning and/or tax planning/preparation experience.

Responsibilities

• Assist advisory team with onboarding of new clients and customize contracts.
• Coordinate submissions with custodians and process cash transfers.
• Prepare forms/reports for client meetings and maintain CRM data.
• Conduct independent research and build financial plans for prospective clients.
• Assist in building comprehensive financial plans with the Wealth Advisor.
• Input client data into financial planning software and ensure data accuracy.

Skills

Client communication

Mentoring

Wealth planning

CRM proficiency

Financial analysis

Education

Bachelor’s degree

Series 65 (within 3 months)

CFPS (pursuing/has attained)

Tools

eMoney

Salesforce

Job description

Position Summary:A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients’ goals and values. This colleague will support a Wealth Advisor in managing client relationships. Alongside the advisor, t he Wealth Planner will develop the ability to build individualized financial plans and recommendations over time, working toward helping clients meet their financial goals . The planner will also assist with client meetings and present findings and recommendations.Primary Responsibilities:Assist advisory team with onboarding of new clients: customize our standard contract with new client information, obtain all appropriate forms from custodian, and work with each new client to ensure accurate completion. Coordinate submission with the custodian for processing.Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.Processing account openings, depositing electronic checks, moving money, and processing tasks with custodians.Proactively interact with clients and assist in creating an outstanding client experience.Schedule client meetings.Receive client calls and resolve questions/issues as needed.Analyze and input client data into financial planning software.Assist with the timely completion and submission of all client related transaction requests.Preparing forms and reports for client meetings.Conduct independent research and build financial plans for prospective clients.Develop client recommendations with assistance from the Wealth Advisor.Assist in building comprehensive financial plans.Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney).Ongoing maintenance and quality control of CRM.Other duties as assignedRequired Credentials:Bachelor’s degreeSeries 65 (to be obtained within three months of hire date)2 - 5 years financial planning, estate planning and/or tax planning/ preparation experiencePursuing or has attained a CFPS kills & Competencies:Ability to talk to clients independentlyAbility to train and mentor Client Service AssociatesAbility to develop wealth planning and investment recommendations and present to clients when applicableWorking knowledge of e-Money, Salesforce a strong plus.Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required.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.Compensation Range:$85,000 - $95,000Why Cerity Partners :Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:Health, dental, and vision insurance – day 1!401(k) savings and investment plan options with 4% matchFlexible PTO policyParental LeaveFinancial assistance for advanced education and professional designationsOpportunity to give back time to local communitiesCommuter benefitsCerity 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.