Wealth Planner | New College Graduate 2027

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

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.**Primary Responsibilities**Assist advisory team with onboarding of new clients: customize our standard contract with new client information, obtain all appropriate forms from custodian, and work with each new client to ensure accurate completion. Coordinate submission with the custodian for processing.Processing account openings, depositing electronic checks, moving money, and processing tasks with custodians.Proactively interact with clients and assist in creating an outstanding client experience.* Assist with the timely completion and submission of all client related transaction requests.* Preparing forms and reports for client meetings.* Conduct independent research and build financial plans for prospective clients.* Develop client recommendations with assistance from the Wealth Advisor.* Assist in building comprehensive financial plans.* Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney).* Ongoing maintenance and quality control of CRM.* Bachelor's degree* Series 65 (to be obtained within three months of hire date)* Pursuing or has attained a CFP(R)* Ability to talk to clients independently* Ability to train and mentor Client Service Associates* Ability to develop wealth planning and investment recommendations and present to clients when applicable* Working knowledge of e-Money, Salesforce 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.Other duties as assigned**Required Qualifications:**0-2+ years financial planning, estate planning and/or tax planning/ preparation experience**Preferred Qualifications:****Skills and Competencies:**Ability to build and maintain relationships with potential and current clients.Health, dental, and vision insurance - day 1!Financial assistance for advanced education and professional designationsCommuter benefitsUltimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set.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.