Wealth Planner - Build Tailored Financial Plans

Cerity Partners; Boston (MA); On-site; USD 85,000 - 95,000; Full time

Benefits offered by this job

Health Insurance (day 1)

401(k) with 4% match

Flexible PTO

Parental Leave

Education assistance for designations

Commuter benefits

Job summary

Cerity Partners is seeking a Wealth Planner in Boston to provide comprehensive wealth management strategies and support a Wealth Advisor in managing client relationships.

You will develop individualized financial plans, assist with client meetings, and present findings and recommendations while leveraging eMoney and Salesforce. A December hire process and Series 65 are required within three months.

Qualifications

• Bachelor’s degree required.
• Series 65 to be obtained within 3 months of hire.
• 2–5 years financial planning, estate planning, and/or tax planning experience.
• Pursuing or has attained CFP®.

Responsibilities

• Assist advisory team with onboarding of new clients and coordinate with custodian forms.
• Handle cash transfers, wires, data maintenance, reporting and trading as needed.
• Process account openings, deposits, moving money, and tasks with custodians.
• Interact with clients to create an outstanding client experience and schedule meetings.
• Analyze and input client data into financial planning software and prepare materials for meetings.
• Develop client recommendations with guidance from the Wealth Advisor.
• Maintain and optimize the Salesforce CRM and use eMoney for planning.

Skills

Client communication

Mentor staff

Wealth planning

eMoney

Salesforce

Problem solving

Fast pace

Client relationships

Client focus

Education

Bachelor's degree

Series 65

Financial planning exp

CFP credential

Tools

eMoney

Salesforce

Job description

Cerity Partners is seeking a Wealth Planner in Boston to provide comprehensive wealth management strategies and support a Wealth Advisor in managing client relationships.

You will develop individualized financial plans, assist with client meetings, and present findings and recommendations while leveraging eMoney and Salesforce. A December hire process and Series 65 are required within three months.