Cerity Partners · 12 hours ago
Wealth Planner
Westfield, NJ
Full-time
Onsite
New Grad, Entry Level
$65K/yr - $80K/yr
0+ years expCerity Partners is a wealth management firm seeking a Wealth Planner to provide comprehensive wealth management strategies aligned with clients’ goals. The Wealth Planner will support a Wealth Advisor in managing client relationships, develop individualized financial plans, and assist with client meetings and recommendations.
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
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
Required
Bachelor's degree
0-2+ years financial planning, estate planning and/or tax planning/ preparation experience
Pursuing or willing to pursue a CFP®
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, 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
Benefits
Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Company
Cerity Partners
Cerity Partners is a financial services company specializes in banking,finance and personal loan.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Audax Private Debt
2022-07-29Debt Financing
2022-07-13Acquired
2021-02-21Debt Financing
Leadership Team
Kurt Miscinski
President & CEO
Carol Benz
Partner & Chief People Officer
Recent News
2026-01-16
Private Banker International
2026-01-11
Company data provided by crunchbase