Wealth Planner

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

Benefits offered by this job

Health, dental, vision insurance (day

401(k) with 4% match

Flexible PTO

Parental Leave

Education assistance for designations

Commuter benefits

Job summary

Cerity Partners is seeking a Wealth Planner in Indianapolis to support Wealth Advisors, develop personalized financial plans, and help manage client relationships. You will present findings, assist with client meetings, and ensure high-quality planning and service delivery.

The role requires a Bachelor’s degree, Series 65, CFP/CFA (or equivalent), and 3+ years in financial planning or related fields. Proficiency with Salesforce and e-Money is a plus.

Qualifications

• Minimum bachelor’s degree and financial planning credentials.
• Series 65 required; CFP or CFA or equivalent advanced designation preferred.
• 3+ years in financial planning, estate or tax planning.

Responsibilities

• Assist advisory team with onboarding new clients and customize contracts.
• Handle cash transfers, wires, data maintenance, reporting, and trading as needed.
• Process account openings and deposits, coordinating with custodians.
• Prepare client meeting materials and analyze client data in planning software.
• Schedule client meetings and respond to client inquiries promptly.
• Build financial plans with Wealth Advisor input and provide recommendations.
• Maintain CRM (Salesforce) and input data; ensure data quality.
• Contribute to research and development of client-specific recommendations.

Skills

Client communication

Mentoring

Wealth planning

Presenting to clients

Problem solving

Time management

Relationship building

Adaptability

Education

Bachelor's degree

Series 65

CFP or CFA designation / CPA / JD / CHFC

Tools

e-Money

Salesforce

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 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.