Wealth Planner — Client-Focused Financial Planning

Cerity Partners; New York (NY); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Health, dental, & vision insurance

401(k) with 4% match

Flexible PTO

Parental Leave

Advanced education support

Community service hours

Commuter benefits

Job summary

Cerity Partners is seeking a Wealth Planner in New York to support our team of Wealth Advisors with comprehensive financial plans aligned to clients’ goals and values. You will gather data, input into eMoney and Salesforce, prepare meeting materials, and present recommendations to help clients achieve their objectives.

Requires a Bachelor's degree, 3–5 years in financial planning, progress toward CFP, and demonstrated use of AI tools.

Qualifications

• Bachelor’s degree required.
• 3–5 years of financial planning, estate planning and/or tax planning/ preparation experience.
• Progress towards or completion of CFP®.
• Demonstrated experience using AI tools in a professional context.

Responsibilities

• Collaborate with Wealth Advisors to develop comprehensive financial plans.
• Gather client data and input into planning software/CRM.
• Prepare review materials for client meetings.
• Conduct independent research and build plans for prospective clients.
• Maintain CRM (Salesforce) and planning software (eMoney).
• Assist in implementing financial planning marketing content.

Skills

Client communication

Wealth planning

Problem solving

Adaptability

Relationship building

Client focus

Education

Bachelor’s degree

CFP progress

Tools

Salesforce

eMoney

Job description

Cerity Partners is seeking a Wealth Planner in New York to support our team of Wealth Advisors with comprehensive financial plans aligned to clients’ goals and values. You will gather data, input into eMoney and Salesforce, prepare meeting materials, and present recommendations to help clients achieve their objectives.

Requires a Bachelor's degree, 3–5 years in financial planning, progress toward CFP, and demonstrated use of AI tools.