Position Summary:  

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 alsoassistwith client meetings and present findings and recommendations.  

Primary Responsibilities: 

• Assistadvisory team with onboarding of new clients: customize our standard contract with new client information, obtain all appropriate formsfrom custodian, and work with each new client to ensureaccuratecompletion. Coordinate submission with the custodian for processing. 

• Responsible for cash transfers, wires, data maintenance,reportingand trading as needed. 

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

• Proactively interact with clients andassistin 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. 

• Assistwith the timelycompletion and submission of all clientrelated 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.

• Assistin building comprehensive financial plans. 

• Organize andmaintainthe CRM system (Salesforce), utilize financial planning software (eMoney). 

• Ongoing maintenance and quality control of CRM. 

• Other duties as assigned 

Required Credentials: 

• Bachelor’s degree 

• Series 65 (to be obtained within three months of hire date) 

• 5+ years financial planning, estateplanningand/or tax planning/ preparation experience 

• Pursuing or hasattaineda CFP®

Skills & Competencies: 

• Ability to talk to clients independently 

• Ability to train and mentor Client Service Associates

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

• Working knowledge of e-Money, Salesforcea strongplus. 

• Exceptional problem-solving skills, and ability to organize and prioritize workin order tomeet deadlines in a proactive manner with little supervision required. 

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

• Ability to build andmaintainrelationships with potential and current clients. 

• Tenacious about doing what is right for the client – always. 

Physical Requirements: 

• Prolongedperiodssitting at a desk and working on a computer.  

• Must be able tolift upto 15 pounds at times.  

Compensation:

$90,000 - $115,000

WhyCerityPartners:

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

• Financialassistancefor advanced education and professional designations

• Opportunity to give back time to local communities

• Commuter benefits