Wealth Planner - Build Plans & Elevate Client Experience

Cerity Partners; Boston, Northern (MA, KY); Hybrid; USD 110,000 - 120,000; Full time

Benefits offered by this job

Health, dental, and vision insurance –

401(k) with 4% match

Flexible PTO policy

Parental Leave

Education assistance

Job summary

Cerity Partners in Boston seeks a Wealth Planner to support a Wealth Advisor in delivering comprehensive wealth management aligned with client goals. The role focuses on portfolio construction, with individualized plans and recommendations as a secondary responsibility.

You will assist with client meetings, input data into eMoney and Salesforce, and help maintain accurate client records while delivering an outstanding client experience. Equal opportunity employer.

Qualifications

• Bachelor’s degree required.
• Series 65 must be obtained within three months of hire date.
• 5+ years in financial planning, estate planning and/or tax planning/preparation.
• Pursuing or has attained CFP®.

Responsibilities

• Assist onboarding of new clients and customize contracts.
• Coordinate submissions with custodians.
• Handle cash transfers, wires, data maintenance, reporting and trading as needed.
• Process account openings and deposits with custodians.
• Prepare forms and reports for client meetings.
• Build financial plans with assistance from Wealth Advisor.
• Maintain CRM (Salesforce) and use eMoney.
• Provide proactive client service and support client meetings.

Skills

Client communication

Mentoring

Wealth planning

Investment recommendations

CRM management

Education

Bachelor’s degree

Series 65 (to be obtained within 3 months)

CFP® (pursuing or attained)

Tools

eMoney

Salesforce

Job description

Cerity Partners in Boston seeks a Wealth Planner to support a Wealth Advisor in delivering comprehensive wealth management aligned with client goals. The role focuses on portfolio construction, with individualized plans and recommendations as a secondary responsibility.

You will assist with client meetings, input data into eMoney and Salesforce, and help maintain accurate client records while delivering an outstanding client experience. Equal opportunity employer.