Wealth Planner

Cerity Partners Management LLC; Pasadena (CA); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Health, dental, and vision insurance –

401(k) with 4% match

Flexible PTO

Parental leave

Education assistance and designations

Commuter benefits

Job summary

Cerity Partners seeks a Wealth Planner to support the Wealth Advisor and develop individualized financial plans aligned with client goals. You will help with onboarding, client meetings, and presenting recommendations, while maintaining CRM data and leveraging financial planning software.

Requirements include a Bachelor's degree, Series 65, 4+ years in planning, and CFP pursuit or designation. Pasadena, CA on-site role with strong client-facing responsibilities and collaboration with advisory

Qualifications

• Bachelor’s degree required; CFP designation pursued or attained.
• Series 65 license required.
• 4+ years of financial planning/estate/tax planning experience.

Responsibilities

• Assist advisory team with onboarding of new clients and customize contracts.
• Coordinate submission with custodian for processing.
• 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 and prepare forms/reports for meetings.
• Analyze client data and build financial plans with assistance from Wealth Advisor.
• Maintain CRM (Salesforce) and use planning software (eMoney); ensure data quality.

Skills

Client communication

Mentor staff

Wealth planning

Salesforce

eMoney

Problem solving

Organization

Adaptability

Relationship building

Tenacity

Education

Bachelor's degree

CFP designation (pursuing/held)

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 contracts, obtain forms from custodian, ensure accurate completion.
• Coordinate submission with 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 license.
• 4+ years of financial planning, estate planning and/or tax planning/preparation experience.
• Pursuing or has attained a CFP® designation.

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 and Salesforce.
• Exceptional problem‑solving skills.
• Strong organizational and prioritization skills to meet deadlines with little supervision.
• Adaptability to a fast‑paced, changing environment.
• Relationship building with potential and current clients.
• Tenacity for doing what is right for the client.

Compensation & Benefits

Salary: $85,000 – $125,000.

Benefits include: Health, dental, and vision insurance – day 1! 401(k) savings and investment plan 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.

Equal Opportunity Employer

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 us.