Wealth Planner - Start Your Wealth Management Career

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

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.