Wealth Planner — Client-Centric Financial Planning

Cerity Partners; Indianapolis (IN); On-site; USD 59,000 - 72,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Flexible PTO

Parental Leave

Financial education support

Commuter benefits

Job summary

Cerity Partners in Indianapolis is seeking a Wealth Planner to provide comprehensive wealth management strategies and support a Wealth Advisor in managing client relationships. The role includes developing individualized financial plans and recommendations to help clients meet their goals, and assisting with client meetings and presenting findings.

You will also onboard new clients, coordinate with custodians, maintain CRM (Salesforce) and planning software (eMoney), and support a high-quality

Qualifications

• Bachelor’s degree required.
• CFP or CFA designation or other approved advanced designation required.
• 3+ years financial planning, estate planning, and/or tax planning experience.
• Series 65 required.

Responsibilities

• Assist advisory team with onboarding of new clients and coordinate with custodian for processing.
• Develop individualized financial plans and recommendations to help clients meet goals.
• Assist with client meetings and present findings and recommendations.
• Build and maintain client relationships and deliver an outstanding client experience.
• Organize and maintain the CRM system (Salesforce) and financial planning software (eMoney).

Skills

Client communication

Mentoring teammates

Wealth planning

Relationship building

Time management

Education

Bachelor’s degree

CFP or CFA or equivalent designation

Tools

Salesforce

eMoney

Job description

Cerity Partners in Indianapolis is seeking a Wealth Planner to provide comprehensive wealth management strategies and support a Wealth Advisor in managing client relationships. The role includes developing individualized financial plans and recommendations to help clients meet their goals, and assisting with client meetings and presenting findings.

You will also onboard new clients, coordinate with custodians, maintain CRM (Salesforce) and planning software (eMoney), and support a high-quality