Wealth Planner: Craft Custom Financial Plans & Client Value

Cerity Partners Management LLC; United States; Sur place; USD 85 000 - 100 000; Plein temps

Avantages offerts par ce poste

Health, dental, and vision insurance

401(k) with match

Flexible PTO policy

Parental Leave

Educational assistance for designas/CE

Résumé du poste

Cerity Partners seeks a Wealth Planner in the United States to provide comprehensive wealth management strategies and support a team of Wealth Advisors in managing client relationships.

You will develop individualized financial plans and recommendations, present findings, and help implement strategies using planning software like eMoney and CRM tools such as Salesforce to enhance the client experience.

Qualifications

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

Responsabilités

• Collaborate with Wealth Advisors to develop comprehensive financial plans for clients.
• Gather data from clients and input into planning software and CRM systems.
• Create scenarios and recommendations for Wealth Advisors to review.
• Assist in implementing recommendations and maintaining client follow-ups.
• Maintain CRM (Salesforce) and planning software (eMoney).
• Prepare review material for client meetings.
• Conduct independent research for prospective clients.
• Support marketing content for financial planning.

Connaissances

Client communication

Wealth planning

Relationship building

Presentation of recommendations

AI tools experience

Team collaboration

Salesforce knowledge

Formation

Bachelor’s degree

CFP progress

Outils

eMoney

Salesforce

Description du poste

Cerity Partners seeks a Wealth Planner in the United States to provide comprehensive wealth management strategies and support a team of Wealth Advisors in managing client relationships.

You will develop individualized financial plans and recommendations, present findings, and help implement strategies using planning software like eMoney and CRM tools such as Salesforce to enhance the client experience.