Senior Associate Wealth Planner

Scottsdale, AZ - USA

Monthly Salary: $ 90000 - 120000

Posted on: 08-10-2025

Vacancies: 1 Vacancy

Job Summary

Position Summary:

A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients goals and values. This colleague will support our Wealth Advisors in managing client relationships. Alongside the advisor the wealth planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The planner will also assist with client meetings and present findings and recommendations eventually serving as a lead advisor for certain clients. This role has a built-in opportunity to evolve into a lead advisor on our team in Scottsdale.

Primary Responsibilities

Assist the Wealth Advisor in the management of existing client relationships.
Lead certain client relationships independently potentially growing into serving as the primary advisor for certain client relationships over time. Present portions of client meetings and communicate with clients independently.
Knowledgeable of internal solutions for client base including other service lines within Cerity Partners. Naturally this will evolve over time.
Assist advisory team with onboarding of new clients working with each new client to ensure accurate completion. Coordinate submission with the custodian for processing along with other advisory team members. Quarterback the experience for new clients through onboarding.
Responsible for cash transfers wires data maintenance reporting and trading as needed. Ideally position will have comprehensive knowledge of investment accounts products and the forms/processes required to transact business.
Proactively interact with clients and assist in creating outstanding client experience.
Perform research on stocks bonds securities solutions & other products when requested.
Assist in the communication of all service requests as a main point of contact for certain clients.
Build financial plans for prospective clients and prepare recommendations.
Appropriately utilize the CRM system (Salesforce) utilize financial planning software (eMoney).
Involvement in company committees and/or firm-wide initiatives.

Required Qualifications:

Bachelors degree
Series 65
Working toward CFP CPA JD CHFC or another approved advanced designation/degree
3 years financial planning estate planning and/or tax planning/preparation experience

Skills and Competencies:

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.
- Completion of CPU levels 100-300.
- Ability to train and mentor CSAs.
- 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 while working on a computer or in conference room setting.

Compensation Range:

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

Position Summary:A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients goals and values. This colleague will support our Wealth Advisors in managing client relationships. Alongside the advisor the wealth planner will develop individualized financial pla...