Wealth Planning Associate - Client Strategy & Plans

Cerity Partners; San Diego (CA); On-site; USD 78,000 - 85,000; Full time

Benefits offered by this job

Health, dental and vision insurance

401(k) with 4% match

Flexible PTO

Parental Leave

Education and designation support

Community involvement opportunities

Commuter benefits

Job summary

Cerity Partners is seeking a Wealth Planner to support the Wealth Advisor in managing client relationships and developing individualized financial plans in alignment with clients’ goals and values.

You will assist with client meetings, present findings, and help deliver comprehensive wealth management strategies while using tools like Salesforce and eMoney. This role focuses on accurate data handling and timely execution of client requests in a dynamic environment.

Qualifications

• Bachelor’s degree required.
• Series 65 to be obtained within three months of hire.
• 2–4+ years financial planning, estate planning and/or tax planning experience.
• Pursuing or has attained CFP® designation.

Responsibilities

• Assist advisory team with onboarding of new clients and customize contracts.
• Handle cash transfers, wires, data maintenance, reporting and trading as needed.
• Process account openings and moves with custodians.
• Interact with clients to create an outstanding experience and schedule meetings.
• Analyze and input client data into financial planning software.
• Prepare forms and reports for client meetings.
• Build financial plans with support from Wealth Advisor.

Skills

Wealth planning

Client relationships

Financial analysis

Salesforce

eMoney

Education

Bachelor's degree

CFP designation pursuing/in progress

Tools

Salesforce

eMoney

Job description

Cerity Partners is seeking a Wealth Planner to support the Wealth Advisor in managing client relationships and developing individualized financial plans in alignment with clients’ goals and values.

You will assist with client meetings, present findings, and help deliver comprehensive wealth management strategies while using tools like Salesforce and eMoney. This role focuses on accurate data handling and timely execution of client requests in a dynamic environment.