Wealth Planner

Cerity Partners; El Segundo (CA); On-site; USD 90,000 - 115,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

4% 401(k) match

Flexible PTO

Parental Leave

Educational assistance

Commuter benefits

Job summary

Cerity Partners is seeking a Wealth Planner to support the Wealth Advisor in delivering comprehensive financial plans and recommendations aligned with clients’ goals. You will assist with onboarding, client meetings, and managing cash flows, investments, and CRM data to ensure a high-quality client experience.

The role emphasizes collaboration, rapid learning, and accuracy in financial planning software such as eMoney, with opportunities to advance toward CFP certification.

Qualifications

• Bachelor’s degree required; Series 65 within 3 months.
• 3-5 years of financial planning, estate planning, and/or tax planning/preparation experience.
• Pursuing or has CFP designation.

Responsibilities

• Assist advisory team with onboarding of new clients and customize contracts.
• Manage cash transfers, wires, data maintenance, reporting and trading as needed.
• Process account openings, deposits, money transfers, and custodian tasks.
• Interact with clients to provide an outstanding experience and schedule meetings.
• Maintain and utilize CRM (Salesforce) and financial planning software (eMoney).
• Analyze client data and prepare forms/reports for client meetings.
• Build financial plans and client recommendations with Wealth Advisor.

Skills

Client communication

Mentoring

Wealth planning

Salesforce

eMoney

Problem solving

Time management

Relationship building

Attention to detail

Education

Bachelor's degree

Series 65 (to be obtained within 3 months)

CFP designation (pursuing or attained)

Tools

Salesforce

eMoney

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 develop individualized financial plans and recommendations to help clients meet their financial goals. The planner will alsoassistwith client meetings and present findings and recommendations.

Primary Responsibilities:

• Assistadvisory team with onboarding of new clients: customize our standard contract with new client information, obtain allappropriate formsfromcustodian, and work with each new client to ensureaccuratecompletion. Coordinate submission with the custodian for processing.
• Responsible for cash transfers, wires, data maintenance,reportingand trading as needed.
• Processing account openings, depositing electronic checks, moving money, and processing tasks with custodians.
• Proactively interact with clients andassistin 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.
• Assistwith thetimelycompletion and submission of allclientrelated 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.
• Assistin building comprehensive financial plans.
• Organize andmaintainthe 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)
• 3-5 years financial planning, estateplanningand/or tax planning/ preparation experience
• Pursuing or hasattaineda 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, Salesforcea strongplus.
• Exceptional problem-solving skills, and ability to organize and prioritize workin order tomeet deadlines in a proactive manner with little supervisionrequired.
• Must accept and thrive in a fast-paced, changing environment.
• Ability to build andmaintainrelationships with potential and current clients.
• Tenacious about doing what is right for the client – always.

Physical Requirements:

• Prolongedperiodssitting at a desk and working on a computer.
• Must be able tolift upto 15 pounds at times.

Compensation:

$90,000 - $115,000

WhyCerityPartners:

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
• Financialassistancefor 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.