Associate Wealth Planner - June 2026
Cerity Partners(4 months ago)
HybridFull TimeJunior$55,071 - $73,836 (estimated)Financial Planning
Apply NowAbout this role
The Associate Wealth Planner is a junior advisor/support role that provides technical and operational support to Financial Advisors, helping develop financial plans, models, and client-facing materials. The position may participate in client meetings but does not provide advice or make client decisions. Associates also contribute to internal investment and planning initiatives as part of the advisory team.
Required Skills
- Financial Modeling
- Case Design
- Data Gathering
- Plan Development
- Presentation Development
- Client Communication
- Estate Planning
- Tax Planning
- Portfolio Management
- CRM
+8 more
Qualifications
- Bachelor's Degree
- Series 65
- CFP
About Cerity Partners
ceritypartners.comCerity Partners offers comprehensive, custom-tailored wealth management for individuals, businesses, and nonprofit organizations.
View more jobs at Cerity Partners →