Wealth Planner

Cerity Partners; Boston, Northern (MA, KY); Hybrid; USD 110,000 - 120,000; Full time

Benefits offered by this job

Health, dental, and vision insurance –

401(k) with 4% match

Flexible PTO policy

Parental Leave

Education assistance

Job summary

Cerity Partners in Boston seeks a Wealth Planner to support a Wealth Advisor in delivering comprehensive wealth management aligned with client goals. The role focuses on portfolio construction, with individualized plans and recommendations as a secondary responsibility.

You will assist with client meetings, input data into eMoney and Salesforce, and help maintain accurate client records while delivering an outstanding client experience. Equal opportunity employer.

Qualifications

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

Responsibilities

• Assist onboarding of new clients and customize contracts.
• Coordinate submissions with custodians.
• Handle cash transfers, wires, data maintenance, reporting and trading as needed.
• Process account openings and deposits with custodians.
• Prepare forms and reports for client meetings.
• Build financial plans with assistance from Wealth Advisor.
• Maintain CRM (Salesforce) and use eMoney.
• Provide proactive client service and support client meetings.

Skills

Client communication

Mentoring

Wealth planning

Investment recommendations

CRM management

Education

Bachelor’s degree

Series 65 (to be obtained within 3 months)

CFP® (pursuing or 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, the Wealth Planner will focus primarily on portfolio construction, with individualized financial plans and recommendations to help clients meet their financial goals as a secondary responsibility. 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 assigned.

Required Credentials:

• Bachelor’s degree
• Series 65 (to be obtained within three months of hire date)
• 5+ years financial planning, estate planning and/or tax planning/ preparation experience
• Pursuing or has attained a CFP®

Skills & Competencies:

• Ability to talk to clients independently
• Ability to train and mentor Client Service Associates
• Ability to develop wealth planning and investment recommendations and present to clients when applicable
• Working 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:

$110,000 - $120,000

Why Cerity Partners:

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits

Cerity 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.

Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well‑being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients.

We truly care about what we do.

Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in‑house specialists of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $190 billion in assets under management for our clients. We are routinely recognized as a Top RIA Firm by Barron’s Advisor, Newsweek, USA Today, and more. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.