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Associate | Wealth Planner at Cerity Partners - ApplyBlast

Associate | Wealth Planner

Cerity Partners

3 months ago

4.7 on Glassdoor

Fort Worth, TX

Onsite

Full Time

Senior

0 applicants

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About this role

A Wealth Planner at Cerity Partners supports Wealth Advisors by managing client onboarding, processing transactions, and conducting independent research to build comprehensive financial plans. The role involves utilizing investment software like Bloomberg and financial planning tools such as eMoney and Salesforce to analyze securities and maintain accurate client data. Candidates will interact directly with clients to resolve issues, schedule meetings, and present wealth planning recommendations while ensuring high-quality service delivery.

Responsibilities

Assist advisory team with onboarding new clients and processing account openings
Conduct independent research on stocks, bonds, and securities using investment software
Build comprehensive financial plans and present recommendations to prospective clients
Maintain and update CRM systems and client data for accurate reporting
Resolve client inquiries and schedule meetings to ensure outstanding client experiences