Associate | Wealth Planner
Associate | Wealth Planner
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Job Description
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 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 teams internal initiatives.
Primary Responsibilities:
Associate Wealth Planners can expect to focus their time supporting our wealth advisors in the following areas:
- Client relationship management including ongoing and regular client contact and communications;
- Client service including planning updates portfolio changes and reviews information data gathering
implementation of recommendations correspondence and reporting; - Client asset management including 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.
Required Credentials:
- Bachelors Degree from an accredited college or university
- Series 65 (to be obtained within three months of hire date)
- 0-2 years financial planning estate planning and/or tax planning/ preparation experience
- Pursuing or has attained a CFP
Skills & Competencies:
- Self-confidence personal integrity and an understanding of fiduciary responsibility;
- A team player with strong leadership skills and ability to multi-task and manage time effectively;
- Proficiency in Microsoft Word Excel PowerPoint and Outlook as well as financial planning client
relationship management (CRM) and portfolio management (PM) software; - Excellent communication and listening skills;
- Desire/ability to work successfully in a small company environment;
- Detail-oriented focus and a 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 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.
Physical Requirements:
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times.
Top Benefits & Rewards:
- Benefits: Health Dental & Vision Insurance Flexible spending accounts Health Savings accounts 401k savings & investment plan
- Education and Professional Certifications Reimbursement: Cerity Partners will reimburse colleagues up to $10000 per year for pre-approved degrees and certifications subject to a lifetime maximum of $30000 and various other conditions. Eligible for full time colleagues after 90 days of continous active service.
- Flexible Paid Time off
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:
IC
Employment Type
Full-Time
