Wealth Planner

Cerity Partners; New York (NY); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Health, dental, and vision insurance (

401(k) with 4% match

Flexible PTO

Job summary

Cerity Partners is seeking a Wealth Planner to join our team in New York. The role supports Wealth Advisors in delivering comprehensive wealth management strategies, developing individualized plans, and presenting findings to clients.

The planner will assist with client meetings and maintain data in Salesforce and eMoney as part of a collaborative, client-centric approach. Ideal candidates have 3–5 years of financial planning experience, a bachelor’s degree, and progress toward CFP®.

Qualifications

• Bachelor’s degree required.
• 3-5 years financial planning, estate planning, and/or tax planning experience.
• Progress toward or completion of the CFP® designation.
• Demonstrated experience using AI tools in a professional context.

Responsibilities

• Collaborate with Wealth Advisors to develop comprehensive financial plans for clients.
• Input data into financial planning software and CRM systems.
• Create scenarios and recommendations for Wealth Advisors to review.
• Assist Wealth Advisors in implementing recommendations and tracking follow-ups.
• Maintain CRM data quality and support client meetings with prepared materials.

Skills

Client communication

Wealth planning

Time management

Adaptability

Education

Bachelor’s degree

CFP® in progress/completed

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 team of Wealth Advisors in managing client relationships. Alongside the advisors, the wealth planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The planner may also assist with client meetings and present findings and recommendations.

A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients’ goals and values. This colleague will support a team of Wealth Advisors in managing client relationships. Alongside the advisors, the wealth planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The planner may also assist with client meetings and present findings and recommendations.

Primary Responsibilities

• Collaborate with Wealth Advisors to develop and complete comprehensive financial plans for our clients. This may involve:
• Reaching out to the clients to gather data
• Reviewing information and inputting details into financial planning software and CRM systems
• Evaluating data and providing insights/thoughts/questions to Wealth Advisors
• Create and develop scenarios/recommendations for Wealth Advisors to review
• Supporting Wealth Advisors to implement recommendations
• Keep track of reminders and follow-ups from client discussions
• Track the team’s financial planning and business development metrics.
• Proactively interact with clients and assist in creating an outstanding client experience.
• Receive client calls and resolve questions/issues as needed.
• Analyze and input client data into financial planning software.
• Preparing review material for client meetings.
• Conduct independent research and build financial plans for prospective clients.
• Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney).
• Ongoing maintenance and quality control of CRM.
• Assist in implementing financial planning marketing content
• Other duties as assigned

Required Credentials

• Bachelor’s degree
• 3-5 years financial planning, estate planning and/or tax planning/ preparation experience
• Progress towards or completion of the CFP®
• Demonstrated experience using AI tools in a professional context

Skills & Competencies

• Ability to speak with clients independently
• 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

$85,000 - $100,000

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.