Wealth Planner: Craft Personal Financial Roadmaps

Cerity-Partners; Boston (MA); On-site; USD 85,000 - 95,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with 4% match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners in Boston, MA is seeking a Wealth Planner to support a Wealth Advisor by delivering comprehensive wealth management strategies aligned with client goals and values. You will assist with onboarding, develop individualized financial plans, and present recommendations to clients.

You will also manage client meetings, input data into eMoney, maintain Salesforce CRM, and conduct research to tailor recommendations for prospective clients in a fast-paced environment.

Qualifications

• Bachelor’s degree required.
• Series 65 within three months of hire date.
• 2–5 years in financial planning, estate planning and/or tax planning/preparation experience.

Responsibilities

• Assist advisory team with onboarding of new clients and customize contracts.
• Coordinate submissions with custodians and process cash transfers.
• Prepare forms/reports for client meetings and maintain CRM data.
• Conduct independent research and build financial plans for prospective clients.
• Assist in building comprehensive financial plans with the Wealth Advisor.
• Input client data into financial planning software and ensure data accuracy.

Skills

Client communication

Mentoring

Wealth planning

CRM proficiency

Financial analysis

Education

Bachelor’s degree

Series 65 (within 3 months)

CFPS (pursuing/has attained)

Tools

eMoney

Salesforce

Job description

Cerity Partners in Boston, MA is seeking a Wealth Planner to support a Wealth Advisor by delivering comprehensive wealth management strategies aligned with client goals and values. You will assist with onboarding, develop individualized financial plans, and present recommendations to clients.

You will also manage client meetings, input data into eMoney, maintain Salesforce CRM, and conduct research to tailor recommendations for prospective clients in a fast-paced environment.