Wealth Planner

Cerity Partners; City of Albany (NY); In loco; USD 95.000 - 110.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health, dental, vision insurance from

401(k) with 4% match

Flexible PTO policy

Parental Leave

Education assistance for advanced cred

Community involvement opportunities

Commuter benefits

Descrizione del lavoro

Cerity Partners is seeking a Wealth Planner for its Albany family office team. You will partner with senior advisors to deliver full-spectrum planning, tax strategy, and estate coordination, while nurturing direct client relationships.

You'll be mentored by experienced practitioners in a collaborative, ownership-oriented culture, with a path toward CFP/CPA credentials as you grow.

Competenze

• 2–5 years of wealth management or related experience
• Prior family office experience preferred
• Series 65 to be obtained within three months of hire date

Mansioni

• Provide exceptional, personalized service fostering trusted client relationships
• Process account openings, funding, deposits, money movements and custodial paperwork
• Coordinate with external advisors to track documents and information
• Manage CRM data accuracy and client communications with precision
• Provide comprehensive financial and tax planning services to UHNW clients

Conoscenze

Exceptional organizational skills

Self-starter with entrepreneurial

Detail-oriented multitasking

Team player with We mentality

Written and verbal communication

Formazione

Bachelor’s degree in accounting, finance, economics

Strumenti

Microsoft Office (Excel)

Salesforce CRM

Tax & accounting experience

Learning new technologies

Family office structures knowledge

Descrizione del lavoro

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.

Primary Responsibilities:

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 degreein 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:

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% 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.