Wealth Planner: Create Custom Financial Plans for Clients

Cerity Partners; Indianapolis, Northern (IN, KY); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health, dental, and vision insurance -

Day 1 benefits

Job summary

Cerity Partners in Indianapolis seeks a Wealth Planner to support an experienced Wealth Advisor in delivering comprehensive wealth management solutions. You will help customize financial plans, prepare recommendations, and assist with client meetings to ensure an outstanding client experience.

The role requires 0-2+ years in financial planning and foundational credentials. You will work with Salesforce and eMoney, and you may pursue CFP designation alongside Series 65, with day-one benefits and

Qualifications

• 0-2+ years financial planning, estate planning and/or tax planning/ preparation experience.
• Onboard new clients and customize contracts with accurate forms.
• Ability to present findings and recommendations to clients.

Responsibilities

• Assist advisory team with onboarding of new clients and custodian forms.
• Process account openings and fund transfers with custodians.
• Prepare forms/reports for client meetings and present recommendations.
• Develop wealth planning and investment recommendations with Wealth Advisor.
• Organize and maintain CRM (Salesforce) and financial planning software.
• Support client meetings and maintain ongoing client relationships.

Skills

Client communication

Relationship building

Financial planning

Team mentoring

CRM management

Salesforce

eMoney

Problem solving

Education

Bachelor's degree

Series 65

CFP credential

Tools

Salesforce

eMoney

Job description

Cerity Partners in Indianapolis seeks a Wealth Planner to support an experienced Wealth Advisor in delivering comprehensive wealth management solutions. You will help customize financial plans, prepare recommendations, and assist with client meetings to ensure an outstanding client experience.

The role requires 0-2+ years in financial planning and foundational credentials. You will work with Salesforce and eMoney, and you may pursue CFP designation alongside Series 65, with day-one benefits and