Wealth Planner – Graduate Program in Wealth Management

Cerity Partners Management LLC; United States; Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) matching

Flexible PTO

Parental Leave

Educational assistance

Job summary

Cerity Partners seeks a Wealth Planner to support Wealth Advisors in delivering comprehensive wealth management strategies and personalized financial plans. You will assist onboarding, client meetings, and data input in planning software across multiple U.S. offices.

The Cerity Partners University (CPU) training program in Louisville, KY begins in July for four weeks, with travel and expenses covered. After training, you return to your local office to start your wealth management journey.

Qualifications

• Bachelor’s degree required; Series 65 to be obtained within three months of hire.
• 0–2+ years financial planning, estate planning or tax planning experience.
• Preferred: CFP designation or progress toward CFP.

Responsibilities

• Assist advisory team with onboarding of new clients and customize contracts.
• Coordinate with custodians for processing and account openings.
• Develop financial plans and recommendations with Wealth Advisor.
• Maintain CRM (Salesforce) and financial planning software (eMoney).
• Schedule client meetings and prepare reports for meetings.

Skills

Client communication independence

Mentor Client Service Associates

Wealth planning recommendations

Salesforce

eMoney

Education

Bachelor’s degree

Series 65 (to be obtained within three months)

CFP (preferred)

Tools

Salesforce

eMoney

Job description

Cerity Partners seeks a Wealth Planner to support Wealth Advisors in delivering comprehensive wealth management strategies and personalized financial plans. You will assist onboarding, client meetings, and data input in planning software across multiple U.S. offices.

The Cerity Partners University (CPU) training program in Louisville, KY begins in July for four weeks, with travel and expenses covered. After training, you return to your local office to start your wealth management journey.