Wealth Planner: Create Bespoke Financial Roadmaps

Cerity Partners Management LLC; El Segundo (CA); On-site; USD 90,000 - 115,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners is seeking a Wealth Planner in California to support a Wealth Advisor by developing individualized financial plans and recommendations aligned with client goals. You will assist with client meetings, onboarding, and presenting findings to clients.

The role requires 3–5 years of relevant experience, a Bachelor’s degree, and Series 65 within 3 months. CFP credentialing is preferred, with strong client communication and CRM skills.

Qualifications

• Bachelor’s degree required.
• Series 65 must be obtained within three months of hire date.
• 3–5 years financial planning, estate planning and/or tax planning experience.
• Pursuing or has attained CFP® designation.

Responsibilities

• Onboard new clients and customize contracts with client information.
• Coordinate submissions with custodians and process cash transfers.
• Maintain CRM and input client data into financial planning software.
• Prepare forms and reports for client meetings and present recommendations.
• Assist Wealth Advisor in building comprehensive financial plans.

Skills

Client communication

Mentoring

Wealth planning knowledge

Salesforce familiarity

EMoney familiarity

Education

Bachelor’s degree

CFP certification in progress or attained

Series 65 within 3 months

Tools

Salesforce

eMoney planning software

Job description

Cerity Partners is seeking a Wealth Planner in California to support a Wealth Advisor by developing individualized financial plans and recommendations aligned with client goals. You will assist with client meetings, onboarding, and presenting findings to clients.

The role requires 3–5 years of relevant experience, a Bachelor’s degree, and Series 65 within 3 months. CFP credentialing is preferred, with strong client communication and CRM skills.