Wealth Planner

Cerity Partners Management LLC; United States; On-site; USD 110,000 - 120,000; Full time

Benefits offered by this job

Health, dental, and vision insurance – day 1

401(k) savings plan with a 4% match

Flexible PTO policy

Parental Leave

Job summary

Cerity Partners Management LLC is hiring a Wealth Planner to develop tailored wealth management strategies aligned with client goals. Responsibilities include onboarding clients, maintaining accurate records, analyzing data, and creating financial plans. Applicants must possess a Bachelor's degree, Series 65, and have over 4 years of relevant experience.

The role requires strong communication and client management skills, with a focus on delivering an exceptional client experience from day one. Competitive salary and benefits are offered.

Qualifications

• 4+ years experience in financial planning, estate planning, or tax planning/preparation.
• Series 65 to be obtained within three months of hire date.

Responsibilities

• Onboard new clients and ensure accurate forms completion.
• Analyze client data using financial planning software.
• Develop comprehensive financial plans and recommendations.

Skills

Financial planning

Client relationship management

Problem-solving skills

Communication skills

Knowledge of eMoney and Salesforce

Education

Bachelor’s degree

CFP (pursuing 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 is a strong plus.
• Exceptional issue spotting and problem-solving skills, and ability to organize and prioritize work 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

Benefits

• 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.

Equal Opportunity Employer

Cerity Partners is 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.