Wealth Planning Associate: Data-Driven Support for Advisors

Cerity Partners Management LLC; United States; On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health, Dental & Vision Insurance

Flexible Spending Accounts

401(k) Savings & Investment Plan

Flexible Paid Time Off

Education and Professional Certifications Reimbursement

Job summary

Cerity Partners Management LLC is seeking an Associate Wealth Planner to provide technical support for Financial Advisors. This entry-level position includes client relationship management, planning updates, and asset management. Applicants should have a Bachelor’s degree and a Series 65 license within three months of hiring.

Key skills include proficiency in Microsoft Office, strong communication, problem-solving skills, and the ability to work in a fast-paced environment. The company offers various benefits including health insurance and flexible paid time off.

Qualifications

• Bachelor’s degree required.
• Series 65 license to be obtained within three months of hire date.
• 0-2+ years of experience in financial planning or related fields.

Responsibilities

• Manage ongoing client relationships and communications.
• Implement portfolio changes and gather data for financial planning.
• Coordinate complete financial planning and wealth management.

Skills

Self-confidence

Team player with strong leadership skills

Proficiency in Microsoft Office

Excellent communication skills

Detail-oriented focus

Problem-solving skills

Education

Bachelor’s degree

Tools

e-Money

Salesforce

Job description

Cerity Partners Management LLC is seeking an Associate Wealth Planner to provide technical support for Financial Advisors. This entry-level position includes client relationship management, planning updates, and asset management. Applicants should have a Bachelor’s degree and a Series 65 license within three months of hiring.

Key skills include proficiency in Microsoft Office, strong communication, problem-solving skills, and the ability to work in a fast-paced environment. The company offers various benefits including health insurance and flexible paid time off.