Position Summary: As a Wealth Planner on this team, you'll be a trusted partner to some of the most complex, multi-generational families in the region - working alongside senior advisors who are among the best in the business. You'll get rare, hands-on exposure to the full spectrum of family office services - financial planning, tax strategy, investment analysis, trust and estate coordination, and direct client relationships - all within a firm that combines the resources of a national platform with the intimacy and ownership culture of a boutique. At Cerity Partners, we believe great advisors are developed, not hired fully formed, and for candidates pursuing their CFP, CPA, or other credentials, this environment is purpose-built to help you get there. You'll be mentored by experienced practitioners, supported by a collaborative team with a "we over me" mentality, and empowered to take real ownership of your work from day one. If you're a self-starter energized by complexity who wants to build a career at the intersection of financial planning and family office advisory - this is your seat at the table.
Primary Responsibilities: Client Service & Relationship Management- Provide exceptional, personalized service fostering trusted client relationships
- Diligently track and organize client requests, ensuring all deliverables and deadlines are met
- Maintain a high level of confidentiality and professionalism
- Support the holistic needs of UHNW families across multiple generations and entities
Operations & Coordination- Process account openings, funding, electronic check deposits, money movements, and custodial paperwork across multiple family accounts
- Coordinate with clients' external advisors to track and organize all pertinent documents and information
- Assist in the preparation of client meeting materials and ensure follow-through
- Manage client communications with exceptional organizational precision
Technology & Process Management- Manage and update the firm's CRM, ensuring data accuracy and proper follow-up
- Learn and utilize wealth management platforms for portfolio management, performance reporting, and billing
- Support the implementation of new processes and technology solutions
Financial Planning & Technical Support- Provide comprehensive personal financial planning, investment planning, and tax services to high-net-worth individuals
- Prepare customized financial exhibits, including asset allocation, retirement planning, education funding, insurance, and estate planning analyses
- Prepare tax projections as well as income tax returns
- Collaborate with internal specialists on financial statement/performance reporting, tax, and planning projects
- Support complex family office structures, including trusts, foundations, and multi-entity reporting
Required Credentials: - Bachelor's degree in accounting, finance, economics, or related field
- 2 - 5 years of experience in wealth management, financial planning, accounting, tax preparation, or working in a family office environment
- Prior family office experience strongly preferred (but not required)
- Series 65 (to be obtained within three months of hire date)
Technical Skills:- Strong working knowledge of Microsoft Office suite, particularly Excel
- Experience with CRM platforms (Salesforce preferred)
- Tax and accounting experience preferred, though not required.
- Ability to quickly learn new technologies and systems
- Understanding of family office structures, trust administration, and multi-generational wealth management is a plus
Core Competencies: - Exceptional organizational skills - ability to manage multiple priorities, high email volume, detailed notes, and numerous moving pieces simultaneously
- Self-starter with entrepreneurial mindset - proactively identify needs and solutions, take ownership of work in the intimate, service-intensive family office setting
- Detail-oriented multitasker who thrives in a fast-paced environment
- Strong team player with a "We" mentality
- Independently resourceful and inquisitive
- Excellent written and verbal communication skills in a professional context
- Enthusiastic and positive approach to problem-solving and client service
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:$95,000 - $110,000/year
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
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
