Wealth Planner: Build Comprehensive Financial Plans

ceritypartners; Boston (MA); On-site; USD 110,000 - 120,000; Full time

Benefits offered by this job

Health insurance (day 1)

401(k) with 4% match

Flexible PTO

Parental Leave

Education assistance

Community involvement

Commuter benefits

Job summary

Cerity Partners in Boston is seeking a Wealth Planner to deliver comprehensive wealth management strategies aligned with client goals and values. You will support a Wealth Advisor, focus on portfolio construction, and assist with client meetings and presenting findings.

Responsibilities include onboarding new clients, cash transfers, account openings, CRM/eMoney usage, data analysis, and building financial plans.

Qualifications

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

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 deposits; coordinate with custodians.

Skills

Client communication

Mentoring

Wealth planning recommendations

CRM knowledge

Problem solving

Education

Bachelor's degree

CFP® (pursuing or attained)

Series 65 (to be obtained within 3 months)

Tools

Salesforce

eMoney

Job description

Cerity Partners in Boston is seeking a Wealth Planner to deliver comprehensive wealth management strategies aligned with client goals and values. You will support a Wealth Advisor, focus on portfolio construction, and assist with client meetings and presenting findings.

Responsibilities include onboarding new clients, cash transfers, account openings, CRM/eMoney usage, data analysis, and building financial plans.