Associate Wealth Planner

Associate Wealth Planner

The Associate Wealth Planner is a junior advisor/support position that provides technical support for all Financial Advisors. Responsibilities include data gathering, modeling, case design, scenario building, plan development, presentation development, etc. The Associate may participate in client meetings but not in an advice capacity. In addition, this position has no decision-making authority on client matters. Associates may also participate in developing investment and financial planning strategy decisions as part of the team’s internal initiatives.

• Client relationship management: ongoing and regular client contact and communications.
• Client service: planning updates, portfolio changes and reviews, data gathering, implementation of recommendations, correspondence, and reporting.
• Client asset management: coordination of complete financial planning and wealth management (analysis, estate planning, tax strategies for assets under management, and portfolio management).
• Client and team meetings, operations support, and special projects as needed.
• Other duties as assigned.

• Bachelor’s degree
• Series 65 license (to be obtained within three months of hire date)
• 0-2+ years of experience in financial planning, estate planning, and/or tax planning/preparation
• Pursuing or has attained a CFP®

• Self‑confidence, personal integrity, and understanding of fiduciary responsibility
• Team player with strong leadership skills, ability to multitask and manage time effectively
• Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and financial planning/CRM/PM software
• Excellent communication and listening skills
• Desire/ability to work successfully in a small company environment
• Detail‑oriented focus and professional demeanor
• Ability to talk to clients independently
• Ability to develop wealth planning and investment recommendations and present to clients when applicable
• Working knowledge of e‑Money, Salesforce (a strong plus)
• Exceptional problem‑solving skills, ability to organize and prioritize work to meet deadlines proactively with little supervision
• Must accept and thrive in a fast‑paced, changing environment
• Ability to build and maintain relationships with potential and current clients
• Tenacious about doing what is right for the client – always.

Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times.

• Health, Dental & Vision Insurance
• Flexible Spending Accounts
• Health Savings Accounts
• 401(k) Savings & Investment Plan
• Flexible Paid Time Off
• Education and Professional Certifications Reimbursement (eligible after 90 days of continuous active service)

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to  Applicants must be authorized to work for any employer in the U.S. Cerity Partners is an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues.