Wealth Planner

Cerity Partners; Odessa (TX); On-site; USD 110,000 - 120,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with 4% match

Flexible PTO policy

Parental Leave

Education financial assistance

Commuter benefits

Job summary

Cerity Partners in Odessa, Texas is seeking a Wealth Planner to support a Wealth Advisor by developing tailored financial plans and presenting recommendations to clients. You will help with client meetings, data analysis, and ongoing relationship management to ensure a superior client experience.

Role requires a Bachelor's degree, Series 65 within 3 months, 4+ years of experience in financial planning, and CFP pursuit or designation.

Qualifications

• Bachelor’s degree required; Series 65 within 3 months.
• 4+ years financial planning, estate planning and/or tax planning/prep experience.
• Pursuing or has attained CFP.

Responsibilities

• Onboard new clients: collect information and complete PCA and custodian forms.
• Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.
• Interact with clients to create an exceptional experience and schedule meetings.
• Analyze and input client data into financial planning software (eMoney).
• Assist in building comprehensive financial plans and client recommendations with the Wealth Advisor.
• Maintain CRM data and perform quality control.

Skills

Client communication

Mentoring

Wealth planning

eMoney

Salesforce

Problem solving

Time management

Relationship building

Client advocacy

Education

Bachelor's degree

Series 65 (within 3 months)

CFP designation (in progress or attained)

Tools

eMoney

Salesforce

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 Wealth Advisor, the Wealth Planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The Wealth Planner will also assist with client meetings and present findings and recommendations.

Primary Responsibilities:

• Onboarding of new clients: collect new client information, and work with each new client to ensure accurate completion of PCA and appropriate forms from custodian.
• Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.
• 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 (eMoney).
• 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.
• 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).
• 4+ 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 eMoney and Salesforce a strong plus.
• Exceptional issue spotting and 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:

$110,000 - $120,000

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.