Wealth Planner: Client-Focused Financial Planning

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

Benefits offered by this job

Health insurance

401(k) with match

Flexible PTO

Parental Leave

Education assistance

Job summary

Cerity Partners is seeking a Wealth Planner to support the Wealth Advisor in managing client relationships and developing individualized financial plans aligned with client goals. The role includes onboarding new clients, preparing reports, and presenting recommendations to enhance client experience.

The candidate will assist with meetings, data input, and research to build comprehensive financial plans while maintaining CRM systems and ensuring timely transaction requests.

Qualifications

• 3+ years financial planning, estate planning, and/or tax planning experience.
• CFP or CFA designation is required/preferred.
• Bachelor’s degree or-equivalent education relevant to financial services.

Responsibilities

• Assist advisory team with onboarding of new clients and customize contracts.
• Coordinate submissions with custodians and manage cash transfers.
• Maintain CRM and data in financial planning software.
• Prepare client meeting materials and present recommendations.
• Develop wealth planning and investment recommendations with Wealth Advisor guidance.

Skills

Client communication

Mentoring

Wealth planning

Salesforce

Time management

Problem solving

Relationship building

Education

CFP/CFA designation

Series 65

Bachelor’s degree

Tools

Salesforce

eMoney

Job description

Cerity Partners is seeking a Wealth Planner to support the Wealth Advisor in managing client relationships and developing individualized financial plans aligned with client goals. The role includes onboarding new clients, preparing reports, and presenting recommendations to enhance client experience.

The candidate will assist with meetings, data input, and research to build comprehensive financial plans while maintaining CRM systems and ensuring timely transaction requests.