Wealth Planner Associate

A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients goals and values. This colleague will support a Wealth Advisor in managing client relationships. Alongside the advisor the wealth planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The planner will also assist with client meetings and present findings and recommendations.

Primary Responsibilities :

Assist advisory team with onboarding of new clients : customize our standard contract with new client information obtain all appropriate forms from custodian and work with each new client to ensure accurate completion. Coordinate submission with the custodian for processing.

Responsible for cash transfers wires data maintenance reporting and trading as needed.

Processing account openings depositing electronic checks moving money and processing tasks with custodians.

Proactively interact with clients and assist in creating an outstanding client experience.

Schedule client meetings.

Receive client calls and resolve questions / issues as needed.

Analyze and input client data into financial planning software.

Assist with the timely completion and submission of all client related transaction requests.

Preparing forms and reports for client meetings.

Conduct independent research and build financial plans for prospective clients.

Develop client recommendations with assistance from the Wealth Advisor.

Assist in building comprehensive financial plans.

Organize and maintain the CRM system (Salesforce) utilize financial planning software (eMoney).

Ongoing maintenance and quality control of CRM.

Other duties as assigned

Required Credentials :

Bachelors degree

0-2 years financial planning estate planning and / or tax planning / preparation experience

Pursuing or willing to pursue a CFP

Skills & Competencies :

Ability to develop wealth planning and investment recommendations and present to clients when applicable

Working knowledge of e-Money Salesforce a strong plus.

Exceptional problem-solving skills and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required.

Must accept and thrive in a fast-paced changing environment.

Ability to build and maintain relationships with potential and current clients.

Tenacious about doing what is right for the client always.

Physical Requirements :

Prolonged periods sitting at a desk and working on a computer.

Must be able to lift up to 15 pounds at times.

Compensation Range :

Why Cerity Partners :

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package :

Health dental and vision insurance day 1!

401(k) savings and investment plan options with 4% match

Flexible PTO policy

Parental Leave

Financial assistance for advanced education and professional designations

Opportunity to give back time to local communities

Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures perspectives and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race religion national origin sex sexual orientation age veteran status disability status or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations please reach out to Applicants must be authorized to work for any employer in the U.S.

Required Experience :

IC

Key Skills

GIS,JAWS,Military Experience,Business Management,Emergency Management,Joint Operations,Production Planning,Relationship Management,Strategic Planning,ERP Systems,Exercise Planning,MRP

Employment Type : Full-Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 65000 - 80000