Wealth Planning Associate - Client Growth

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

Benefits offered by this job

Health insurance

401(k) match

Flexible PTO

Parental Leave

Educational assistance

Commuter benefits

Job summary

Cerity Partners in San Jose is seeking a Wealth Planner to support advisory teams and develop individualized financial plans aligned with clients’ goals. You’ll contribute to client meetings, present findings, and help manage relationships as part of Cerity Partners University training.

Requirements include a Bachelor’s degree, Series 65 within 3 months, and 0–2+ years in financial planning; CFP is preferred. This full-time role offers a comprehensive benefits package and growth opportunities.

Qualifications

• Bachelor’s degree is required.
• Series 65 must be obtained within three months of hire date.
• 0-2+ years of financial planning/estate planning experience.

Responsibilities

• Assist advisory team with onboarding new clients and customize contracts.
• Coordinate custodian submission and process cash transfers and data maintenance.
• Analyze client data and input into financial planning software.
• Prepare forms and reports for client meetings and conduct research.
• Develop client recommendations with guidance from Wealth Advisor.
• Maintain CRM (Salesforce) and use e-Money for planning.

Skills

Client communication

Mentoring

Wealth planning

Financial recommendations

Relationship building

Time management

Education

Bachelor’s degree

CFP

Tools

e-Money

Salesforce

Job description

Cerity Partners in San Jose is seeking a Wealth Planner to support advisory teams and develop individualized financial plans aligned with clients’ goals. You’ll contribute to client meetings, present findings, and help manage relationships as part of Cerity Partners University training.

Requirements include a Bachelor’s degree, Series 65 within 3 months, and 0–2+ years in financial planning; CFP is preferred. This full-time role offers a comprehensive benefits package and growth opportunities.