Senior Associate Wealth Planner
Cerity Partners(6 days ago)
About this role
A Senior Associate Wealth Planner supports wealth management efforts by managing client relationships, performing financial research, and assisting with the development of investment strategies and financial plans. They work closely with clients and the advisory team to deliver comprehensive wealth management services.
Required Skills
- wealth Planning
- Investment Research
- Financial Analysis
- CRM
- Financial Planning Software
- Client Management
- Securities
- Market Research
- Communication
- Team Collaboration
Qualifications
- Bachelor’s degree
- Series 65
- CFP® or CFA
About Cerity Partners
ceritypartners.comCerity Partners offers comprehensive, custom-tailored wealth management for individuals, businesses, and nonprofit organizations.
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