Job summary
Job post source
This job is directly from Cerity Partners
Job overview
The Associate Wealth Planner at Cerity Partners supports Wealth Advisors by developing financial plans and managing client relationships to help clients achieve their financial goals.
Responsibilities and impact
The role involves assisting with client onboarding, managing cash transfers and account processing, scheduling meetings, resolving client inquiries, inputting data into financial software, preparing reports, conducting research, developing client recommendations, maintaining CRM systems, and supporting overall client service.
Compensation and benefits
The compensation ranges from $75,000 to $110,000 with benefits including health, dental, vision insurance, flexible spending accounts, health savings accounts, 401k plan, education and certification reimbursement up to $10,000 per year, and flexible paid time off.
Experience and skills
Candidates should have a bachelor's degree, be pursuing or have attained CFP®, obtain Series 65 within three months, and have 2-5 years of relevant financial, estate, or tax planning experience. Skills include client communication, mentoring, financial planning software knowledge (eMoney, Salesforce), problem-solving, and adaptability in a fast-paced environment.
Career development
Cerity Partners offers reimbursement for education and professional certifications up to $10,000 annually, supporting ongoing professional growth and development.
Work environment and culture
Cerity Partners fosters an inclusive, diverse, and supportive work environment that values authenticity and equal opportunity, with accommodations for applicants with disabilities.
Company information
Cerity Partners is a wealth management firm focused on comprehensive financial planning and client-centered services, committed to diversity and inclusion.
Team overview
The candidate will work alongside Wealth Advisors and Client Service Associates, contributing to a collaborative advisory team environment.
Application process
Applicants must be authorized to work in the U.S. and can request accommodations by contacting careers@ceritypartners.com; specific application steps are not detailed.
Unique job features
The role offers unique benefits like substantial education reimbursement and the opportunity to work closely with advisors in a client-facing, fast-paced environment.
Company overview
Cerity Partners is a prominent wealth management and financial advisory firm that provides comprehensive financial planning, investment management, and retirement planning services to individuals, families, and businesses. They generate revenue through advisory fees based on assets under management and financial planning services. Founded in 2009, the company has grown significantly through strategic acquisitions and organic growth, establishing a strong presence across the United States. Their commitment to fiduciary responsibility ensures that clients' interests are prioritized, fostering long-term relationships built on trust and transparency.
How to land this job
Tailor your resume to highlight your experience in financial planning, estate or tax preparation, and your pursuit or attainment of CFP® certification, as these are key requirements for the Associate Wealth Planner role at Cerity Partners.
Emphasize your proficiency with financial planning software like eMoney and CRM systems such as Salesforce, along with your ability to manage client onboarding, data maintenance, and transaction processing, to align with the job's primary responsibilities.
Apply through multiple platforms including Cerity Partners' official corporate careers page and LinkedIn to maximize your application visibility and ensure it reaches the right hiring managers.
Connect on LinkedIn with current Wealth Planners or advisors at Cerity Partners; use ice breakers like commenting on recent company initiatives in wealth management or asking about their experience with the firm’s client engagement strategies.
Optimize your resume for ATS by incorporating keywords from the job description such as 'financial planning,' 'CFP®,' 'client onboarding,' 'eMoney,' 'Salesforce,' and 'Series 65,' ensuring your resume passes automated screenings.
Leverage Jennie Johnson's Power Apply feature to handle resume tailoring, multi-channel applications, and LinkedIn networking automatically, allowing you to focus more on preparing for interviews and advancing your job search effectively.
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