Wealth Planner

Cerity-Partners; San Diego (CA); On-site; USD 78,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with match

Flexible PTO

Parental Leave

Commuter benefits

Job summary

Cerity Partners is seeking a Wealth Planner to support a Wealth Advisor by creating customized financial plans and actionable recommendations aligned with client goals. The role includes onboarding new clients, managing custodial tasks, and preparing client meetings.

Ideal candidates have 2–4+ years in financial planning, hold a Bachelor's degree, and are pursuing Series 65 within three months. Strong CRM and planning software skills are important, with a focus on client experience.

Qualifications

• Bachelor’s degree required; Series 65 to be obtained within three months of hire.
• 2–4+ years in financial planning, estate planning and/or tax planning/preparation.
• CFPS certification preferred; continuing education encouraged.

Responsibilities

• Assist onboarding of new clients by customizing contracts and coordinating with custodians.
• Handle cash transfers, wires, data maintenance, reporting and trading with custodians.
• Process account openings and deposits; move money as needed.
• Schedule and attend client meetings; answer questions and resolve issues.
• Input client data into financial planning software and prepare forms/reports for meetings.
• Develop client recommendations with Wealth Advisor and support comprehensive financial plans.
• Maintain CRM (Salesforce) and use eMoney for planning; ensure data quality.

Skills

Wealth planning

Client relationship building

Problem solving

Time management

Education

Bachelor’s degree

CFPS

Series 65 (to be obtained within three months)

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 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 assignedRequired Qualifications:Bachelor’s degreeSeries 65 (to be obtained within three months of hire date)2-4+ years financial planning, estate planning and/or tax planning/ preparation experiencePursuing or has attained a CFPSkills & Competencies:Ability to develop wealth planning and investment recommendations and present to clients when applicableWorking 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.Compensation Range:$77,500-85,000Why 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% matchFlexible PTO policyParental LeaveFinancial assistance for advanced education and professional designationsOpportunity to give back time to local communitiesCommuter benefitsCerity 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.