Wealth Planning Specialist

Cerity Partners; New York (NY); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Health, dental, and vision insurance (

401(k) with 4% match

Flexible PTO

Job summary

Cerity Partners is seeking a Wealth Planner to join our team in New York. The role supports Wealth Advisors in delivering comprehensive wealth management strategies, developing individualized plans, and presenting findings to clients.

The planner will assist with client meetings and maintain data in Salesforce and eMoney as part of a collaborative, client-centric approach. Ideal candidates have 3–5 years of financial planning experience, a bachelor’s degree, and progress toward CFP®.

Qualifications

• Bachelor’s degree required.
• 3-5 years financial planning, estate planning, and/or tax planning experience.
• Progress toward or completion of the CFP® designation.
• Demonstrated experience using AI tools in a professional context.

Responsibilities

• Collaborate with Wealth Advisors to develop comprehensive financial plans for clients.
• Input data into financial planning software and CRM systems.
• Create scenarios and recommendations for Wealth Advisors to review.
• Assist Wealth Advisors in implementing recommendations and tracking follow-ups.
• Maintain CRM data quality and support client meetings with prepared materials.

Skills

Client communication

Wealth planning

Time management

Adaptability

Education

Bachelor’s degree

CFP® in progress/completed

Tools

Salesforce

eMoney

Job description

Cerity Partners is seeking a Wealth Planner to join our team in New York. The role supports Wealth Advisors in delivering comprehensive wealth management strategies, developing individualized plans, and presenting findings to clients.

The planner will assist with client meetings and maintain data in Salesforce and eMoney as part of a collaborative, client-centric approach. Ideal candidates have 3–5 years of financial planning experience, a bachelor’s degree, and progress toward CFP®.