Wealth Planner

Cerity Partners Management LLC; Indianapolis (IN); On-site; USD 59,000 - 72,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Flexible PTO

Parental Leave

Education assistance

Job summary

Cerity Partners is seeking a Wealth Planner to support the Wealth Advisor in managing client relationships and developing individualized financial plans aligned with client goals. The role includes onboarding new clients, preparing reports, and presenting recommendations to enhance client experience.

The candidate will assist with meetings, data input, and research to build comprehensive financial plans while maintaining CRM systems and ensuring timely transaction requests.

Qualifications

• 3+ years financial planning, estate planning, and/or tax planning experience.
• CFP or CFA designation is required/preferred.
• Bachelor’s degree or-equivalent education relevant to financial services.

Responsibilities

• Assist advisory team with onboarding of new clients and customize contracts.
• Coordinate submissions with custodians and manage cash transfers.
• Maintain CRM and data in financial planning software.
• Prepare client meeting materials and present recommendations.
• Develop wealth planning and investment recommendations with Wealth Advisor guidance.

Skills

Client communication

Mentoring

Wealth planning

Salesforce

Time management

Problem solving

Relationship building

Education

CFP/CFA designation

Series 65

Bachelor’s degree

Tools

Salesforce

eMoney

Job description

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 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
• Completion of CFP® or CFA designation– CPA, JD, CHFC, or another approved advanced designation/degree
• 3+ years financial planning, estate planning, and/or tax planning/preparation experience

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

$65,000

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 a 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.

Applicants must be authorized to work for any employer in the U.S.

Ultimately, outstanding service is about people and relationships. Our people are the nucleus of Cerity Partners. You bring unique expertise, commitment, and knowledge to the firm. By working together, we achieve our mission to positively impact the financial well‑being of our clients, colleagues, and communities. Our services span wealth management, tax, trust, and family office, as well as workplace solutions, retirement plan consulting, corporate venture capital, institutional consulting, and outsourced investment office (OCIO) solutions. That breadth means career paths across many disciplines. Our people drive our success by working together to deliver exceptional service to our clients. Cerity Partners is one of the nation’s leading independent financial firms. We serve high-net-worth individuals and their families, businesses and their employees, and institutions and nonprofit organizations from our offices across the country. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach. 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 colleagues across every discipline who can keep pace with us. We manage over $190 billion in assets for our clients, and 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.