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Cerity Partners · 6 days ago

Wealth Planner | Associate

San Diego, CA

Full-time

Onsite

New Grad, Entry Level

$70K/yr - $75K/yr

0+ years exp

Cerity Partners is a company dedicated to providing exceptional wealth management services. The Wealth Planner will support a Wealth Advisor in managing client relationships and developing individualized financial plans to meet clients' financial goals.

BankingFinanceFinancial Services

No H1B

Responsibilities

Assist advisory team with onboarding of new clients: customize our standard contract with new client information, obtain all appropriate forms from custodian, and work with each new client to ensure accurate completion. Coordinate submission with the custodian for processing

Responsible for cash transfers, wires, data maintenance, reporting and trading as needed

Processing account openings, depositing electronic checks, moving money, and processing tasks with custodians

Proactively interact with clients and assist in creating an outstanding client experience

Schedule client meetings

Receive client calls and resolve questions/issues as needed

Analyze and input client data into financial planning software

Assist with the timely completion and submission of all client related transaction requests

Preparing forms and reports for client meetings

Conduct independent research and build financial plans for prospective clients

Develop client recommendations with assistance from the Wealth Advisor

Assist in building comprehensive financial plans

Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney)

Ongoing maintenance and quality control of CRM

Other duties as assigned

Qualification

Financial planningClient relationship managementEMoney softwareSalesforce CRMSeries 65 certificationCFP certificationProblem-solving skillsMentoring abilityCommunication skillsOrganizational skills

Required

Bachelor's degree

Series 65 (to be obtained within three months of hire date)

0-2+ years financial planning, estate planning and/or tax planning/ preparation experience

Ability to talk to clients independently

Ability to train and mentor Client Service Associates

Ability to develop wealth planning and investment recommendations and present to clients when applicable

Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required

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