Wealth Planner
Cerity Partners(2 months ago)
About this role
A Wealth Planner provides comprehensive wealth management strategies aligned with clients' goals and values and supports a Wealth Advisor in managing client relationships. The role is part of Cerity Partners, a national registered wealth management and institutional consulting firm serving high-net-worth individuals, families, businesses, and nonprofit organizations. The position contributes to client-facing planning and firm-wide financial advice delivery.
Required Skills
- Client Onboarding
- Cash Transfers
- Trading
- Investment Research
- Financial Planning
- CRM
- Salesforce
- eMoney
- Communication
- Estate Planning
+5 more
Qualifications
- Bachelor's Degree
- Series 65 (to be obtained within 3 months)
- CFP (Pursuing or Attained)
About Cerity Partners
ceritypartners.comCerity Partners offers comprehensive, custom-tailored wealth management for individuals, businesses, and nonprofit organizations.
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