Wealth Planner

Cerity Partners Management LLC; United States; On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with match

Flexible PTO policy

Parental Leave

Educational assistance for designas/CE

Job summary

Cerity Partners seeks a Wealth Planner in the United States to provide comprehensive wealth management strategies and support a team of Wealth Advisors in managing client relationships.

You will develop individualized financial plans and recommendations, present findings, and help implement strategies using planning software like eMoney and CRM tools such as Salesforce to enhance the client experience.

Qualifications

• Bachelor’s degree required.
• 3–5 years financial planning, estate planning and/or tax planning/ preparation experience.
• Progress towards or completion of the CFP®.
• Demonstrated experience using AI tools in a professional context.

Responsibilities

• Collaborate with Wealth Advisors to develop comprehensive financial plans for clients.
• Gather data from clients and input into planning software and CRM systems.
• Create scenarios and recommendations for Wealth Advisors to review.
• Assist in implementing recommendations and maintaining client follow-ups.
• Maintain CRM (Salesforce) and planning software (eMoney).
• Prepare review material for client meetings.
• Conduct independent research for prospective clients.
• Support marketing content for financial planning.

Skills

Client communication

Wealth planning

Relationship building

Presentation of recommendations

AI tools experience

Team collaboration

Salesforce knowledge

Education

Bachelor’s degree

CFP progress

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 team of Wealth Advisors in managing client relationships. Alongside the advisors, the wealth planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The planner may also assist with client meetings and present findings and recommendations.

Primary Responsibilities:

Collaborate with Wealth Advisors to develop and complete comprehensive financial plans for our clients. This may involve:

• Reaching out to the clients to gather data
• Reviewing information and inputting details into financial planning software and CRM systems
• Evaluating data and providing insights/thoughts/questions to Wealth Advisors
• Create and develop scenarios/recommendations for Wealth Advisors to review
• Supporting Wealth Advisors to implement recommendations
• Keep track of reminders and follow-ups from client discussions
• Track the team’s financial planning and business development metrics.
• Proactively interact with clients and assist in creating an outstanding client experience.
• Receive client calls and resolve questions/issues as needed.
• Analyze and input client data into financial planning software.
• Preparing review material for client meetings.
• Conduct independent research and build financial plans for prospective clients.
• Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney).
• Ongoing maintenance and quality control of CRM.
• Assist in implementing financial planning marketing content
• Other duties as assigned

Required Credentials:

• Bachelor’s degree
• 3-5 years financial planning, estate planning and/or tax planning/ preparation experience
• Progress towards or completion of the CFP®
• Demonstrated experience using AI tools in a professional context

Skills & Competencies:

• Ability to speak with clients independently
• 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.

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:

$85,000 - $100,000

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.

Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well‑being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.

Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house specialists of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing financial advice & oversight.

At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $190 billion in assets under management for our clients.

We are routinely recognized as a Top RIA Firm by Barron’s Advisor, Newsweek, USA Today, and more. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.