Wealth Planner

Elizabethtown, NC - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

AWealth Plannerwillprovide comprehensive wealth management strategies consistent with ourclientsgoals and values.This colleague will supportaWealth Advisor in managing client relationships.

Primary Responsibilities:

Assistadvisoryteam with onboarding of new clients: customize our standard contract with new client information obtain allappropriate formsfromcustodian and work with each new client to ensureaccuratecompletion. Coordinate submission with the custodian for processing.

Responsible forcash transfers wires data maintenancereportingand tradingas needed.

Processing account openings depositing electronic checks moving moneyandprocessing tasks with custodians.

Proactively interact with clients andassistin creatingan outstandingclient experience.

Schedule client meetings.

Receiveclient calls and resolvequestions/issues as needed.

Perform research on stocks bonds and other securitiesutilizingvarious investment software including Bloomberg YChartsHiddenLevers etc.

Analyze and input client data into financial planning software.

Assistwith thetimelycompletion and submission of allclientrelated transaction requests.

Preparing forms and reports for client meetings.

Conduct independent research and build financial plans for prospective clients.

Develop client recommendations withassistancefromtheWealth Advisor.

Assistin buildingcomprehensive financial plans.

Organize andmaintainthe CRM system (Salesforce)utilizefinancial planning software (eMoney).

Ongoing maintenance and quality control of CRM.

Required Credentials:

Bachelors degree

Series 65(to be obtainedwithinthree monthsof hire date)

0-5 yearsfinancial planning estateplanningand/or tax planning/ preparationexperience

Pursuing or hasattainedaCFP or approved advanced degree

Skills & Competencies:

Proficiencyin 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

Working knowledge of e-Money Salesforcea strongplus.

Exceptional problem-solving skills and ability to organize and prioritize workin order tomeet deadlines in a proactive manner with little supervision required.

Must accept and thrive in a fast-paced changing environment.

Ability to build andmaintainrelationships with potential and current clients.

Tenacious about doing what is right for the client always.

Physical Requirements:

Prolongedperiodssitting at a desk and working on a computer.

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.

AWealth Plannerwillprovide comprehensive wealth management strategies consistent with ourclientsgoals and values.This colleague will supportaWealth Advisor in managing client relationships.Primary Responsibilities:Assistadvisoryteam with onboarding of new clients: customize our standard contract wit...

AWealth Plannerwillprovide comprehensive wealth management strategies consistent with ourclientsgoals and values.This colleague will supportaWealth Advisor in managing client relationships.

Primary Responsibilities:

Assistadvisoryteam with onboarding of new clients: customize our standard contract with new client information obtain allappropriate formsfromcustodian and work with each new client to ensureaccuratecompletion. Coordinate submission with the custodian for processing.

Responsible forcash transfers wires data maintenancereportingand tradingas needed.

Processing account openings depositing electronic checks moving moneyandprocessing tasks with custodians.

Proactively interact with clients andassistin creatingan outstandingclient experience.

Schedule client meetings.

Receiveclient calls and resolvequestions/issues as needed.

Perform research on stocks bonds and other securitiesutilizingvarious investment software including Bloomberg YChartsHiddenLevers etc.

Analyze and input client data into financial planning software.

Assistwith thetimelycompletion and submission of allclientrelated transaction requests.

Preparing forms and reports for client meetings.

Conduct independent research and build financial plans for prospective clients.

Develop client recommendations withassistancefromtheWealth Advisor.

Assistin buildingcomprehensive financial plans.

Organize andmaintainthe CRM system (Salesforce)utilizefinancial planning software (eMoney).

Ongoing maintenance and quality control of CRM.

Required Credentials:

Bachelors degree

Series 65(to be obtainedwithinthree monthsof hire date)

0-5 yearsfinancial planning estateplanningand/or tax planning/ preparationexperience

Pursuing or hasattainedaCFP or approved advanced degree

Skills & Competencies:

Proficiencyin 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

Working knowledge of e-Money Salesforcea strongplus.

Exceptional problem-solving skills and ability to organize and prioritize workin order tomeet deadlines in a proactive manner with little supervision required.