Wealth Planner

Cerity Partners; City of Albany (NY); Presencial; USD 95 000 - 110 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

Dental insurance

Vision insurance

401(k) with match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Resumo da oferta

Cerity Partners, a fast-growing independent wealth management firm, is seeking a Wealth Planner in Albany. You will partner with senior advisors to deliver comprehensive family office services, including financial planning, tax strategy, estate coordination, and direct client relationships.

This role emphasizes ownership and professional growth within a collaborative team. You will support complex family office structures, manage multi-entity reporting, and engage with high-net-worth clients

Qualificações

• 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 environment.
• Series 65 (to be obtained within three months of hire date)

Responsabilidades

• 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.

Conhecimentos

Excel

CRM software

Communication

Organization

Self-starter

Formação académica

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

Ferramentas

Salesforce

Descrição da oferta de emprego

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 ManagementProvide exceptional, personalized service fostering trusted client relationshipsDiligently track and organize client requests, ensuring all deliverables and deadlines are metMaintain a high level of confidentiality and professionalismSupport the holistic needs of UHNW families across multiple generations and entitiesOperations & CoordinationProcess account openings, funding, electronic check deposits, money movements, and custodial paperwork across multiple family accountsCoordinate with clients' external advisors to track and organize all pertinent documents and informationAssist in the preparation of client meeting materials and ensure follow-throughManage client communications with exceptional organizational precisionTechnology & Process ManagementManage and update the firm's CRM, ensuring data accuracy and proper follow-upLearn and utilize wealth management platforms for portfolio management, performance reporting, and billingSupport the implementation of new processes and technology solutionsFinancial Planning & Technical SupportProvide comprehensive personal financial planning, investment planning, and tax services to high-net-worth individualsPrepare customized financial exhibits, including asset allocation, retirement planning, education funding, insurance, and estate planning analysesPrepare tax projections as well as income tax returnsCollaborate with internal specialists on financial statement/performance reporting, tax, and planning projectsSupport complex family office structures, including trusts, foundations, and multi-entity reportingRequired Credentials:Bachelor’s degree in accounting, finance, economics, or related field2 - 5 years of experience in wealth management, financial planning, accounting, tax preparation, or working in a family office environmentPrior 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 ExcelExperience with CRM platforms (Salesforce preferred)Tax and accounting experience preferred, though not required.Ability to quickly learn new technologies and systemsUnderstanding of family office structures, trust administration, and multi-generational wealth management is a plusCore Competencies:Exceptional organizational skills – ability to manage multiple priorities, high email volume, detailed notes, and numerous moving pieces simultaneouslySelf-starter with entrepreneurial mindset – proactively identify needs and solutions, take ownership of work in the intimate, service-intensive family office settingDetail-oriented multitasker who thrives in a fast-paced environmentStrong team player with a \"We\" mentalityIndependently resourceful and inquisitiveExcellent written and verbal communication skills in a professional contextEnthusiastic and positive approach to problem-solving and client servicePhysical 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/yearWhy 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.