Wealth Planner

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

Benefits offered by this job

Health, dental and vision insurance

401(k) with 4% match

Flexible PTO

Parental Leave

Education and designation support

Community involvement opportunities

Commuter benefits

Job summary

Cerity Partners is seeking a Wealth Planner to support the Wealth Advisor in managing client relationships and developing individualized financial plans in alignment with clients’ goals and values.

You will assist with client meetings, present findings, and help deliver comprehensive wealth management strategies while using tools like Salesforce and eMoney. This role focuses on accurate data handling and timely execution of client requests in a dynamic environment.

Qualifications

• Bachelor’s degree required.
• Series 65 to be obtained within three months of hire.
• 2–4+ years financial planning, estate planning and/or tax planning experience.
• Pursuing or has attained CFP® designation.

Responsibilities

• Assist advisory team with onboarding of new clients and customize contracts.
• Handle cash transfers, wires, data maintenance, reporting and trading as needed.
• Process account openings and moves with custodians.
• Interact with clients to create an outstanding experience and schedule meetings.
• Analyze and input client data into financial planning software.
• Prepare forms and reports for client meetings.
• Build financial plans with support from Wealth Advisor.

Skills

Wealth planning

Client relationships

Financial analysis

Salesforce

eMoney

Education

Bachelor's degree

CFP designation pursuing/in progress

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 Qualifications:

• Bachelor’s degree
• Series 65 (to be obtained within three months of hire date)
• 2-4+ years financial planning, estate planning and/or tax planning/ preparation experience
• Pursuing or has attained a CFP®

Skills & Competencies:

• 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.

Compensation Range:

$77,500-85,000

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below isa 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
• Financialassistancefor 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.