Wealth Planner: Growth-Driven Client Financial Plans

Cerity Partners; San Jose (CA); On-site; USD 75,000 - 80,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with 4% match

Flexible PTO

Parental Leave

Education assistance for designations

Volunteer/community involvement

Commuter benefits

Job summary

Cerity Partners in San Jose, CA is seeking a Wealth Planner who will support the Wealth Advisor by developing individualized financial plans and presenting recommendations aligned with clients' goals.

You will handle onboarding, client meetings, data entry in planning software (eMoney) and CRM (Salesforce), and help deliver top-tier client experiences while growing your credentials toward Series 65 and CFP.

Qualifications

• Bachelor’s degree required.
• Series 65 to be obtained within three months.
• 0-2+ years financial planning experience.
• CFP preferred.

Responsibilities

• Assist advisory team with onboarding of new clients and required forms.
• Conduct cash transfers, wires, data maintenance and reporting as needed.
• Process account openings and transactions with custodians.
• Prepare client meeting materials and conduct research for financial plans.
• Develop wealth planning recommendations with guidance from Wealth Advisor.

Skills

Client communication

Mentor teammates

Wealth planning

Investment advice

eMoney

Salesforce

Problem solving

Time management

Client relationships

Client focus

Education

Bachelor's degree

Series 65

CFP

Tools

eMoney

Salesforce

Job description

Cerity Partners in San Jose, CA is seeking a Wealth Planner who will support the Wealth Advisor by developing individualized financial plans and presenting recommendations aligned with clients' goals.

You will handle onboarding, client meetings, data entry in planning software (eMoney) and CRM (Salesforce), and help deliver top-tier client experiences while growing your credentials toward Series 65 and CFP.