Wealth Planner | New College Graduate 2027

Cerity Partners; Los Altos (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Flexible PTO

Parental Leave

Education assistance

Volunteer time

Commuter benefits

Job summary

Cerity Partners is seeking new graduates for a Wealth Planner role across multiple U.S. offices, including San Francisco and Santa Barbara.

The program emphasizes team-based wealth management, client onboarding, and development of financial plans under the Wealth Advisor guidance. You will participate in Cerity Partners University in Louisville, KY, with four weeks of in-person training, travel covered, and Series 65 testing preparation.

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.
• Pursuing or has attained CFP® is preferred.

Responsibilities

• Assist advisory team with onboarding of new clients: customize contracts, obtain forms, coordinate with custodians.
• Handle cash transfers, wires, data maintenance, reporting and trading as needed.
• Process account openings and deposits; move money with custodians.
• Interact with clients to deliver an outstanding experience.
• Schedule meetings and handle client inquiries; input data into planning software.
• Prepare forms and reports for client meetings; support financial planning.
• Build financial plans and recommendations with Wealth Advisor guidance.
• Maintain Salesforce CRM and use eMoney for planning tasks.
• Ensure ongoing CRM quality control and perform other duties as assigned.

Skills

Client communication

Mentoring

Wealth planning

Team collaboration

Problem solving

Client relationships

Education

Bachelor’s degree

Tools

eMoney

Salesforce

Job description

It was great meeting you on campus!

As mentioned,CerityPartners isa Barron’stop 100 RIA firm and one of the fastest growing in the nation, andwe’reactively seeking passionate students to join our collaborative community of financial professionals. Whetheryou’reinterested in financial planning, investment management, tax advisory, or operational excellence,you’llfind opportunities to grow alongside experienced professionals who value integrity, innovation, and service to others.

We have new college graduate opportunities for Summer 2027 available across many of ourUSoffices. Join our talent community to be considered!

Below is a sample job description for our Wealth Planner role — one of the paths available to new college graduates joining us in 2027. This role will be available in the following office locations:

Albany, NY,Austin, TX,Baltimore, MD,Houston, TX,Indianapolis, IN,Louisville, KY,New York City, NY, San Francisco, CA,San Jose, CA, andSanta Barbara, CA

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 alsoassistwith client meetings and present findings and recommendations.

We are excited to invite you to join us as part of the team and join our 4th annualCerityPartners University class.

What isCerityPartners University?

CerityPartners 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 theCerityPartners 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

• Assist advisory team with onboarding of new clients: customize our standard contract with new client information, obtain allappropriate formsfrom custodian, and work with each new client to ensureaccuratecompletion. Coordinate submission with the custodian for processing.
• Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.
• Processing account openings, depositing electronic checks, moving money, and processing tasks with custodians.
• Proactively interact with clients andassistin creatingan outstandingclient experience.
• Schedule client meetings.
• Receive client calls and resolve questions/issues as needed.
• Analyze and input client data into financial planning software.
• Assistwith thetimelycompletion and submission of allclientrelated transaction requests.
• Preparing forms and reports for client meetings.
• Conduct independent research and build financial plans for prospective clients.
• Develop client recommendations withassistancefrom the Wealth Advisor.
• Assistin building comprehensive financial plans.
• Organize andmaintainthe CRM system (Salesforce),utilizefinancial planning software (eMoney).
• Ongoing maintenance and quality control of CRM.
• 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, estateplanningand/or tax planning/ preparation experience

Preferred Qualifications:

• Pursuing or hasattaineda CFP®

Skills and Competencies:

• 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 workin order tomeet deadlines in a proactive manner with little supervision required.
• Must accept and thrive in a fast-paced, changing environment.
• Ability to build andmaintainrelationships with potential and current clients.
• Tenacious about doing what is right for the client – always.

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

• 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

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.