Wealth Planner

Cerity Partners; Indianapolis (IN); On-site; USD 70,000 - 95,000; Full time

Job summary

Cerity Partners is seeking a Wealth Planner to support a Wealth Advisor by developing individualized financial plans aligned with client goals. You will help manage client relationships, prepare recommendations, and assist in meetings.

The role emphasizes onboarding new clients, maintaining CRM data in Salesforce, and using eMoney for planning, with a focus on high-quality client service and collaboration within a fast-paced team.

Qualifications

• Bachelor’s degree required.
• Series 65 must be obtained within three months of hire date.
• 0-2+ years financial planning experience.
• Pursuing or has attained a CFP®.

Responsibilities

• Assist advisory team with onboarding of new clients and customize contracts.
• Coordinate submission with the custodian for processing and onboarding.
• Handle cash transfers, wires, data maintenance, reporting and trading as needed.
• Interact with clients to create an outstanding client experience.
• Schedule client meetings and respond to client inquiries.
• Analyze client data and input into financial planning software.
• Prepare forms and reports for client meetings.
• Develop client recommendations with Wealth Advisor assistance.
• Maintain CRM (Salesforce) and use eMoney for planning.
• Ongoing CRM maintenance and quality control.
• Support additional duties as assigned.

Skills

Client communication

Relationship building

Financial planning

Presentation

Mentoring

Problem solving

Independent work

Team collaboration

Education

Bachelor’s degree

Series 65

CFP

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 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 (to be obtained within three months of hire date)
• 0-2+ years financial planning, estate planning and/or tax planning/ preparation experience
• Pursuing or has attained a 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, 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.

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.

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