Wealth Planner: Create Custom Financial Plans

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

Benefits offered by this job

Health, dental, and vision insurance

401(k) savings plan with 4% match

Flexible PTO policy

Parental Leave

Education assistance for designations

Commuter benefits

Job summary

Cerity Partners is seeking a Wealth Planner to support Wealth Advisors by developing comprehensive financial plans and recommendations aligned with clients’ goals. The role emphasizes onboarding clients, data input, and collaborative guidance in a dynamic advisory environment.

Qualifications include a bachelor’s degree, Series 65 within three months, 2–5 years of planning experience, and CFP pursuit or attainment. Proficiency with Salesforce and eMoney is desirable.

Qualifications

• Bachelor’s degree is required
• Series 65 must be obtained within three months of hire
• 2–5 years financial planning, estate planning and/or tax planning experience
• Pursuing or has attained CFP designation
• Strong client service and communication skills

Responsibilities

• Assist advisory team with onboarding of new clients and customize contracts
• Assist with cash transfers, data maintenance, and reporting
• Processing account openings, electronic deposits, and tasks with custodians
• Schedule client meetings and respond to client inquiries
• Analyze client data using financial planning software
• Prepare forms and reports for client meetings
• Develop wealth planning and investment recommendations with guidance from Wealth Advisor
• Maintain CRM (Salesforce) and planning software (eMoney)
• Conduct independent research and build financial plans for prospective clients
• Other duties as assigned

Skills

Client communication

Mentor teammates

Wealth planning

Investment recommendations

Education

Bachelor’s degree

Series 65

CFP

Tools

Salesforce

eMoney

Job description

Cerity Partners is seeking a Wealth Planner to support Wealth Advisors by developing comprehensive financial plans and recommendations aligned with clients’ goals. The role emphasizes onboarding clients, data input, and collaborative guidance in a dynamic advisory environment.

Qualifications include a bachelor’s degree, Series 65 within three months, 2–5 years of planning experience, and CFP pursuit or attainment. Proficiency with Salesforce and eMoney is desirable.