Ceritypartners
Wealth Planner
New York City, NY
No sponsorship$110k-$120kDetected 30 days ago
SalesforceTaxResearchProblem Solving
About the role
- A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients' goals and values.
- The Wealth Planner will also assist with client meetings and present findings and recommendations.
- Onboarding of new clients: collect new client information, and work with each new client to ensure accurate completion of PCA and appropriate forms from custodian.
Responsibilities
- Conduct independent research and build financial plans for prospective clients.
- Develop client recommendations with assistance from the Wealth Advisor.
- Assist in building comprehensive financial plans.
- Why Cerity Partners:
- Cerity Partners is committed to providing an environment where all individuals can be their authentic selves.
- Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs.
- Our people drive our success by working together to deliver exceptional service to our clients.
Requirements
- Must be able to lift up to 15 pounds at times.
- Bachelor's degree.
- 4+ years financial planning, estate planning and/or tax planning/ preparation experience.
- Exceptional issue spotting and problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required.
- Required Credentials:
- Applicants must be authorized to work for any employer in the U.S.
Skills
- Ability to talk to clients independently.
- Ability to train and mentor Client Service Associates.
- Working knowledge of eMoney and Salesforce a strong plus.
- Must accept and thrive in a fast-paced, changing environment.
- Tenacious about doing what is right for the client - always.
Compensation
- $110,000 - $120,000
Benefits
- Health, dental, and vision insurance - day 1!
- Flexible PTO policy.
- Parental Leave.
- Financial assistance for advanced education and professional designations.
- Commuter benefits.
- Below is a glimpse of the key elements of our total rewards package:
Company info
- We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues.
Visa & Work Authorization
- Applicants must be authorized to work for any employer in the U.S.
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