Wealth Planner: Build Custom Financial Plans & Client
Job in
Los Altos, Santa Clara County, California, 94024, USA
Listed on 2026-06-15
Listing for:
Cerity Partners LLC
Full Time
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
Cerity Partners LLC is looking for a Wealth Planner in Los Altos, California. This position involves providing comprehensive wealth management strategies and supporting a Wealth Advisor in managing client relationships.
The Wealth Planner will assist with client meetings, analyze financial data, develop individualized financial plans, and ensure an outstanding client experience. A Bachelor's degree and obtaining Series 65 within three months of hire are required.
Compensation is competitive between $70,000 and $75,000, with benefits including health insurance, flexible PTO, and a 401(k) plan.
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