Cal Poly - San Luis Obispo & Cerity Partners Job Opportunities
Cerity Partners(4 months ago)
Avila Beach, CAOnsiteFull TimeJunior$54,241 - $72,838 (estimated)Wealth Management
Apply NowAbout this role
A Wealth Planner at Cerity Partners is an entry-level, new college graduate role within the firm’s Wealth Management team. The position is part of Cerity Partners University, a paid in-person training program in Louisville, KY, after which colleagues return to their local office to begin their careers. The role is offered across multiple U.S. offices and is oriented toward candidates pursuing careers in financial planning and wealth management.
Required Skills
- Client Onboarding
- Cash Transfers
- Account Processing
- Client Interaction
- Financial Planning
- Research
- CRM Maintenance
- Salesforce
- eMoney
- Meeting Scheduling
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.
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