Wealth Planner
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Job Location:
Indianapolis, IN - USA
Monthly Salary:
Not Disclosed
Posted on:
11 hours ago
Vacancies:
1 Vacancy
Job Summary
Primary Responsibilities:
Assistadvisory team 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 for cash transfers wires data maintenancereportingand trading as needed.
Processing account openings depositing electronic checks moving money and processing tasks with custodians.
Proactively interact with clients andassistin creating an outstanding client experience.
Schedule client meetings.
Receive client calls and resolve questions/issues as needed.
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 withassistancefrom the Wealth Advisor.
Assistin building comprehensive financial plans.
Organize andmaintainthe CRM system (Salesforce)utilizefinancial planning software (eMoney).
Ongoing maintenance and quality control of CRM.
Other duties as assigned
Required Credentials:
Bachelors degree
Series 65
Completion of CFP or CFA designation CPA JD CHFC or another approved advanced designation/degree
3 years financial planning estate planning and/or tax planning/preparation experience
Skills & Competencies:
Ability to talk to clients independently
Ability to train and mentor Client Service Associates
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 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 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.
Must be able tolift upto 15 pounds at times.
WhyCerityPartners:
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
Financialassistancefor 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.
Key Skills
- GIS
- JAWS
- Military Experience
- Business Management
- Emergency Management
- Joint Operations
- Production Planning
- Relationship Management
- Strategic Planning
- ERP Systems
- Exercise Planning
- MRP
About Company
Financial Management for Individuals, Businesses, and Nonprofits
