Wealth Planner: Craft Comprehensive Financial Plans

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

Benefits offered by this job

Health, dental, vision insurance (day

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 Indianapolis to support Wealth Advisors, develop personalized financial plans, and help manage client relationships. You will present findings, assist with client meetings, and ensure high-quality planning and service delivery.

The role requires a Bachelor’s degree, Series 65, CFP/CFA (or equivalent), and 3+ years in financial planning or related fields. Proficiency with Salesforce and e-Money is a plus.

Qualifications

• Minimum bachelor’s degree and financial planning credentials.
• Series 65 required; CFP or CFA or equivalent advanced designation preferred.
• 3+ years in financial planning, estate or tax planning.

Responsibilities

• Assist advisory team with onboarding new clients and customize contracts.
• Handle cash transfers, wires, data maintenance, reporting, and trading as needed.
• Process account openings and deposits, coordinating with custodians.
• Prepare client meeting materials and analyze client data in planning software.
• Schedule client meetings and respond to client inquiries promptly.
• Build financial plans with Wealth Advisor input and provide recommendations.
• Maintain CRM (Salesforce) and input data; ensure data quality.
• Contribute to research and development of client-specific recommendations.

Skills

Client communication

Mentoring

Wealth planning

Presenting to clients

Problem solving

Time management

Relationship building

Adaptability

Education

Bachelor's degree

Series 65

CFP or CFA designation / CPA / JD / CHFC

Tools

e-Money

Salesforce

Job description

Cerity Partners is seeking a Wealth Planner in Indianapolis to support Wealth Advisors, develop personalized financial plans, and help manage client relationships. You will present findings, assist with client meetings, and ensure high-quality planning and service delivery.

The role requires a Bachelor’s degree, Series 65, CFP/CFA (or equivalent), and 3+ years in financial planning or related fields. Proficiency with Salesforce and e-Money is a plus.