George Mason University & Cerity Partners Full Time Opportunities
Cerity Partners(4 months ago)
About this role
A Wealth Planner at Cerity Partners is an entry-level role supporting Wealth Advisors by developing individualized financial plans and recommendations aligned with clients’ goals. The position includes participation in a four-week in-person Cerity Partners University training program and returning to a local office to manage client relationships and administrative wealth-management tasks.
Required Skills
- Financial Planning
- Investment Management
- Tax Planning
- Client Onboarding
- Cash Management
- Account Processing
- Client Service
- Meeting Scheduling
- CRM
- eMoney
+5 more
Qualifications
- Bachelor's Degree
- Series 65
- CFP® (pursuing)
About Cerity Partners
ceritypartners.comCerity Partners offers comprehensive, custom-tailored wealth management for individuals, businesses, and nonprofit organizations.
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