Wealth Planner

Saratoga Springs, NY - USA

Monthly Salary: $ 90000 - 100000

Posted on: 14 hours ago

Vacancies: 1 Vacancy

Job Summary

Position Summary:

AWealth Plannerwillprovide comprehensive wealth management strategies consistent with ourclientsgoals and colleaguewill support a Wealth Advisor in managing client relationships.

Primary Responsibilities

Client Relationship Management
- Assist Wealth Advisors in managing existing client relationships.
- Lead select client relationships independently.
- Present portions of client meetings and communicate with clients directly.
- Proactively engage with clients to ensure a best-in-class experience.
Financial Planning
- Support the full planning process: discovery data gathering plan development presentation implementation and ongoing reviews.
- Build and maintain detailed financial plans including:
  - Cash-flow modeling
  - Retirement projections
  - Tax strategies
  - Estate planning
  - Insurance analysis
  - Education funding
  - Charitable giving
  - Equity compensation
Investment Management
- Design implement and maintain discretionary investment portfolios aligned with each clients financial plan.
- Monitor portfolio performance execute rebalancing tax-loss harvesting and manage cash flows.
- Stay informed on market trends manager research and emerging investment opportunities.
Operational Support
- Ensure timely completion and submission of all client-related transaction requests.
- Maintain CRM (Salesforce) and utilize financial planning software (eMoney).
Firm Engagement
- Participate in company committees and firm-wide initiatives.
- Understand internal solutions and collaborate across service lines within Cerity Partners.

Required Qualifications:

Bachelors degree
Series 65or equivalent
3 yearsfinancial planning estateplanningand/or tax planning/ preparationexperience

Skills and Competencies:

Proficient in developingwealth planning and investment recommendations and able to present to clients when applicable.

Proficiencyin all CSA functions plus:

Ability to talk to clients independently.
Completion of CPU levels 100-300.

Ability to train and mentorCSAs.
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 Salesforcea strongplus.

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 workin order tomeet deadlines in a proactive manner with little supervisionrequired.

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.

Compensation Range:

$90000 - $100000

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.

Position Summary:AWealth Plannerwillprovide comprehensive wealth management strategies consistent with ourclientsgoals and colleaguewill support a Wealth Advisor in managing client relationships.Primary ResponsibilitiesClient Relationship ManagementAssist Wealth Advisors in managing existing client...