Ceritypartners
Wealth Planner
Chicago, IL
No sponsorshipDetected 6 days ago
SalesforceCRMTaxResearchProblem Solving
About the role
- A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients' goals and values.
- The planner will also assist with client meetings and present findings and recommendations.
- Assist advisory team with onboarding of new clients: customize our standard contract with new client information, obtain all appropriate forms from custodian, and work with each new client to ensure accurate completion.
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.
- Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney).
Requirements
- Must be able to lift up to 15 pounds at times.
- Applicants must be authorized to work for any employer in the U.S.
- Bachelor's degree
- 5+ years financial planning, estate planning and/or tax planning/ preparation experience
Skills
- Ability to talk to clients independently
- Ability to train and mentor Client Service Associates
- Working knowledge of e-Money, Salesforce a strong plus.
- Must accept and thrive in a fast-paced, changing environment.
- Tenacious about doing what is right for the client - always.
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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This listing is sourced directly from Ceritypartners's careers page and normalized into a canonical job model.