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 Wealth Advisor, the Wealth Planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The Wealth Planner will also assist with client meetings and present findings and recommendations.
Primary Responsibilities: - Onboarding of new clients: collect new client information, and work with each new client to ensure accurate completion of PCA and appropriate forms from custodian.
- Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.
- 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 (eMoney).
- 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.
- 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).
- 4+ years financial planning, estate planning and/or tax planning/ preparation experience.
- Pursuing or has attained a 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 eMoney and Salesforce a strong plus.
- Exceptional issue spotting and 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: $110,000 - $120,000
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.
