Wealth Planner | New College Graduate 2027

Cerity Partners Management LLC; Houston (TX); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners is hiring a Wealth Planner to support a Wealth Advisor in delivering comprehensive wealth management for Houston clients.

You will develop individualized financial plans, analyze investments, and assist with client meetings while learning Cerity Partners University and preparing for the Series 65.

Qualifications

• Bachelor’s degree or higher; Series 65 to be obtained within 3 months of hire.
• 0-2+ years financial planning, estate planning, or tax planning experience.
• Preferred: CFP certification.

Responsibilities

• Interact with clients to create an outstanding experience.
• Input client data into planning software and prepare investment proposals.
• Assist Wealth Advisor with client meetings and recommendations.
• Maintain CRM and financial planning tools (Salesforce, eMoney).
• Coordinate onboarding of new clients and support operations team.

Skills

Client communication

Wealth planning

Salesforce

eMoney

Holistiplan

Problem solving

Time management

Relationship building

Education

Bachelor’s degree

Series 65 within 3 months

CFP

Tools

Salesforce

eMoney

Holistiplan

Job description

Position Summary

Position Summary: A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients’ goals and values. This colleague will support a Wealth Advisor in managing client relationships. Alongside the advisor, the wealth planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The planner will also assist with client meetings and present findings and recommendations. The Wealth Planner will also get valuable experience in client operations, understanding how the Operations team also plays a role in delivering exceptional service to our clients. We are excited to invite you to join us as part of the Houston team and join our 4th annual Cerity Partners University class. What is Cerity Partners University? Cerity Partners University (CPU) focuses on the growth and development of newly hired colleagues, which takes place in our dedicated training space in Louisville, KY. During the in-person training, you will learn the basics of working with clients, train on the Cerity Partners Way, and prepare you to test for the Series 65. Training will begin in July and last for four weeks with all travel and expenses covered by the firm. After training you will return to your local office to start your wealth management journey and make your mark!

Primary Responsibilities

• Proactively interact with clients and assist in creating an outstanding client experience.
• Analyze and input client data into financial planning, tax planning and estate planning software..
• Help prepare investment proposals for new clients.
• Help analyze existing investments for current clients.
• Prepare forms and reports for client meetings.
• Develop client recommendations with assistance from the Wealth Advisor.
• Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney).
• Assist in Scheduling client meetings.
• Receive client calls and resolve questions/issues as needed.
• Help maintain client portals.
• Assist operations team with onboarding of new clients: customize our standard contract with new client information, obtain all appropriate forms from custodian, and work with new clients to ensure accurate completion.
• Coordinate submission with the custodian for processing.
• Assist with cash transfers, wires, data maintenance, reporting and trading as needed.
• Other duties as assigned

Required Qualifications

Bachelor’s degree Series 65 (to be obtained within three months of hire date) 0-2+ years financial planning, estate planning and/or tax planning/ preparation experience

Preferred Qualifications

Pursuing or has attained a CFP®

Skills and Competencies

Ability to talk to clients independently Ability to develop wealth planning and investment recommendations and present to clients when applicable Working knowledge of e-Money, Salesforce, Holistiplan a strong plus. Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required. Must accept and thrive in a fast-paced, changing environment. Ability to build and maintain relationships with potential and current clients. Tenacious about doing what is right for the client – always.

Compensation Range

Compensation Range: $65K - $75K base

Benefits

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits

Why Cerity Partners

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves.

We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues.

We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs.

For those needing accommodations, please reach out to [e-mail].

Applicants must be authorized to work for any employer in the U.S.

Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house specialists of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $190 billion in assets under management for our clients. We are routinely recognized as a Top RIA Firm by Barron’s Advisor, Newsweek, USA Today, and more. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.