Wealth Planner

Cerity Partners Management; City of Albany (NY); On-site; USD 95,000 - 110,000; Full time

Benefits offered by this job

Health, dental, and vision insurance —

401(k) with 4% match

Flexible PTO

Parental Leave

Education assistance for advanced cred

Job summary

Cerity Partners is one of the fastest-growing independent wealth management firms, and our Albany family office practice sits at the center of that growth. As a Wealth Planner, you’ll partner with senior advisors to serve complex, multi-generational families, gaining hands-on exposure to financial planning, tax strategy, investment analysis, and trust/estate coordination.

This role offers mentorship within a collaborative, ownership-friendly culture and supports you on the path toward CFP, CPA,

Qualifications

• Bachelor’s degree in accounting, finance, economics, or related field.
• 2–5 years of experience in wealth management, financial planning, accounting, tax preparation, or family office.
• Series 65 (to be obtained within three months of hire date).
• Strong knowledge of Microsoft Office, especially Excel; CRM experience preferred.
• Understanding of family office structures and multi-entity reporting is a plus.

Responsibilities

• Provide exceptional client service and foster trusted relationships.
• Process account openings, funding, and custodial paperwork across family accounts.
• Coordinate with external advisors to organize documents and information.
• Prepare client meeting materials and ensure follow-through.
• Manage communications with strong organizational precision.
• Support financial planning, tax services, and reporting for UHNW families.

Skills

Organizational skills

Self-starter

Detail-oriented

Team player

Written/verbal communication

Education

Bachelor's degree in accounting, finance, economics, or related field

Tools

Microsoft Excel

CRM platforms (Salesforce preferred)

Job description

Position Summary

Cerity Partners is one of the fastest-growing independent wealth management firms in the country, and our Albany family office practice sits at the center of that growth story. As a Wealth Planner on this team, you'll be a trusted partner to some of the most complex, multi-generational families in the region - working alongside senior advisors who are among the best in the business. You'll get rare, hands-on exposure to the full spectrum of family office services - financial planning, tax strategy, investment analysis, trust and estate coordination, and direct client relationships - all within a firm that combines the resources of a national platform with the intimacy and ownership culture of a boutique. At Cerity Partners, we believe great advisors are developed, not hired fully formed, and for candidates pursuing their CFP, CPA, or other credentials, this environment is purpose-built to help you get there. You'll be mentored by experienced practitioners, supported by a collaborative team with a "we over me" mentality, and empowered to take real ownership of your work from day one. If you're a self-starter energized by complexity who wants to build a career at the intersection of financial planning and family office advisory - this is your seat at the table.

Client Service & Relationship Management

• Provide exceptional, personalized service fostering trusted client relationships
• Diligently track and organize client requests, ensuring all deliverables and deadlines are met
• Maintain a high level of confidentiality and professionalism
• Support the holistic needs of UHNW families across multiple generations and entities

Operations & Coordination

• Process account openings, funding, electronic check deposits, money movements, and custodial paperwork across multiple family accounts
• Coordinate with clients' external advisors to track and organize all pertinent documents and information
• Assist in the preparation of client meeting materials and ensure follow-through
• Manage client communications with exceptional organizational precision

Technology & Process Management

• Manage and update the firm's CRM, ensuring data accuracy and proper follow-up
• Learn and utilize wealth management platforms for portfolio management, performance reporting, and billing
• Support the implementation of new processes and technology solutions

Financial Planning & Technical Support

• Provide comprehensive personal financial planning, investment planning, and tax services to high-net-worth individuals
• Prepare customized financial exhibits, including asset allocation, retirement planning, education funding, insurance, and estate planning analyses
• Prepare tax projections as well as income tax returns
• Collaborate with internal specialists on financial statement/performance reporting, tax, and planning projects
• Support complex family office structures, including trusts, foundations, and multi-entity reporting

Required Credentials

• Bachelor's degree in accounting, finance, economics, or related field
• 2 - 5 years of experience in wealth management, financial planning, accounting, tax preparation, or working in a family office environment
• Prior family office experience strongly preferred (but not required)
• Series 65 (to be obtained within three months of hire date)

Technical Skills

• Strong working knowledge of Microsoft Office suite, particularly Excel
• Experience with CRM platforms (Salesforce preferred)
• Tax and accounting experience preferred, though not required.
• Ability to quickly learn new technologies and systems
• Understanding of family office structures, trust administration, and multi-generational wealth management is a plus

Core Competencies

• Exceptional organizational skills - ability to manage multiple priorities, high email volume, detailed notes, and numerous moving pieces simultaneously
• Self-starter with entrepreneurial mindset - proactively identify needs and solutions, take ownership of work in the intimate, service-intensive family office setting
• Detail-oriented multitasker who thrives in a fast-paced environment
• Strong team player with a "We" mentality
• Independently resourceful and inquisitive
• Excellent written and verbal communication skills in a professional context
• Enthusiastic and positive approach to problem-solving and client service

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

$95,000 - $110,000/year

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

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