Wealth Planner: Flexible PTO & Client‑Focused Planning

Cerity Partners Management LLC; Pasadena (CA); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Health, dental, and vision insurance –

401(k) with 4% match

Flexible PTO

Parental leave

Education assistance and designations

Commuter benefits

Job summary

Cerity Partners seeks a Wealth Planner to support the Wealth Advisor and develop individualized financial plans aligned with client goals. You will help with onboarding, client meetings, and presenting recommendations, while maintaining CRM data and leveraging financial planning software.

Requirements include a Bachelor's degree, Series 65, 4+ years in planning, and CFP pursuit or designation. Pasadena, CA on-site role with strong client-facing responsibilities and collaboration with advisory

Qualifications

• Bachelor’s degree required; CFP designation pursued or attained.
• Series 65 license required.
• 4+ years of financial planning/estate/tax planning experience.

Responsibilities

• Assist advisory team with onboarding of new clients and customize contracts.
• Coordinate submission with custodian for processing.
• Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.
• Proactively interact with clients and assist in creating an outstanding client experience.
• Schedule client meetings and prepare forms/reports for meetings.
• Analyze client data and build financial plans with assistance from Wealth Advisor.
• Maintain CRM (Salesforce) and use planning software (eMoney); ensure data quality.

Skills

Client communication

Mentor staff

Wealth planning

Salesforce

eMoney

Problem solving

Organization

Adaptability

Relationship building

Tenacity

Education

Bachelor's degree

CFP designation (pursuing/held)

Tools

Salesforce

eMoney

Job description

Cerity Partners seeks a Wealth Planner to support the Wealth Advisor and develop individualized financial plans aligned with client goals. You will help with onboarding, client meetings, and presenting recommendations, while maintaining CRM data and leveraging financial planning software.

Requirements include a Bachelor's degree, Series 65, 4+ years in planning, and CFP pursuit or designation. Pasadena, CA on-site role with strong client-facing responsibilities and collaboration with advisory