Senior Associate - Wealth Planner
Senior Associate - Wealth Planner
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Job Description
A Senior Associate Wealth Planner will provide comprehensive wealth management strategies consistent with our clients goals and values.
Primary Responsibilities:
- Assist the Wealth Advisor in the management of existing client relationships.
- Lead certain client relationships independently.
- Present portions of client meetings and communicate with clients independently.
- Support advisors by preparing for upcoming client meetings taking notes during meetings and ensuring follow up activities are completed and documents in the CRM.
- Support advisors with a multitude of para-planning activities such as preparing retirement cash flow plans helping with tax planning projections education plans estate plan reviews and risk management assessments.
- Assist with the creation and maintenance of client portals.
- Drive proactive process improvements for advisor and CSA team members.
- Proactively interact with clients and assist in creating an outstanding client experience.
- Perform research on stocks bonds and other securities utilizing YCharts and Morningstar.
- Organize and maintain the CRM system (Salesforce) utilize financial planning software (eMoney) and tax planning software (Holistiplan).
- Involvement in company committees and/or firm-wide initiatives.
Required Qualifications:
- Bachelors degree
- Series 65
- 3 years financial planning estate planning and/or tax planning/ preparation experience
Preferred Qualifications:
- Completion of CFP designation
- Proficient in developing wealth planning and investment recommendations and able to present to clients when applicable.
- Proficiency in all CSA functions plus:
- Ability to talk to clients independently.
- Ability to develop wealth planning and investment recommendations and present to clients when applicable.
- Demonstrate strong and effective leadership skills through clear communication and collaboration with others.
- Strong interpersonal and networking skills with both external clients and internal collaboration.
- Working knowledge of e-Money Salesforce a strong plus.
- Ability to listen and empathize with clients spot and analyze issues and simplify/explain financial concepts to provide solutions.
- Strong attention to detail 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.
- Tenacious about doing what is right for the client always.
Physical Requirements:
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times.
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
- 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
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.
Required Experience:
Senior IC
Employment Type
Full-Time
