El Segundo, California, United States · Hybrid
$90k–$115k/yr
Position Summary: A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients’ goals and values. This colleague will support a Wealth Advisor in managing client relationships. Alo…
Skills: Wealth Management, Financial Planning, Estate Planning, Tax Planning, Client Relationship Management
Raleigh, North Carolina, United States · Hybrid
Are you a tax professional who enjoys the challenge of preparing and reviewing sophisticated individual and entity tax returns, thrives in the fast pace of tax season, and values delivering exceptional service to high-ne…
Skills: Tax Preparation, Tax Review, Federal Income Tax, State Income Tax, Estate Tax
Westfield, New Jersey, United States · Hybrid
$160k–$180k/yr
Position Summary: We are seeking an Associate to support Cerity Partners’ legal department. The Associate Legal Counsel will help manage the legal department's shared inbox and provide legal support across a broad range …
Skills: Contract Negotiation, Contract Drafting, Legal Counseling, Analytical Skills, Problem-Solving
Chicago, Illinois, United States · Hybrid
Position Summary: A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients’ goals and values. This colleague will support a Wealth Advisor in managing client relationships. Alo…
Skills: Wealth Management, Financial Planning, Estate Planning, Tax Planning, Client Relationship Management
Chicago, Illinois, United States · Hybrid
$95k–$115k/yr
Position Summary: The Marketing Operations Manager serves as the operational PMO for the marketing team — running the team's project tracking system, meeting cadences, resourcing visibility, and cross-team reporting. It …
Skills: Project Management, Marketing Operations, Asana, Stakeholder Management, Resource Planning
Fort Worth, Texas, United States · On-site
A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients’ goals and values. This colleague will support a Wealth Advisor in managing client relationships. Primary Responsibilit…
Skills: Wealth Management, Financial Planning, Client Relationship Management, Investment Research, CRM Management
Boston, Massachusetts, United States · On-site
$60k–$80k/yr
Primary Responsibilities Frequent custodian interaction & paperwork processing.Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians.Schedule client meetings.Basic p…
Skills: Communication, Organizational skills, Time management, Collaboration, CRM maintenance
Portland, Oregon, United States · Hybrid
$70k–$85k/yr
Position Summary: The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openi…
Skills: Communication, Organizational skills, Time management, Collaboration, Attention to detail
New York, New York, United States · Hybrid
$100k–$120k/yr
The Merger Integration Investment Analyst is a critical role for Cerity Partners and will offer the successful candidate the opportunity to work directly with members of the firm’s leadership team that combines research …
Skills: Investment Analysis, Merger Integration, Asset Allocation, Managed Portfolios, Alternative Investments
Pasadena, California, United States · Hybrid
$85k–$125k/yr
Position Summary: A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients’ goals and values. This colleague will support a Wealth Advisor in managing client relationships. Alo…
Skills: Wealth Management, Financial Planning, Estate Planning, Tax Planning, Client Relationship Management
Pasadena, California, United States · Hybrid
$110k–$165k/yr
Position Summary: The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding…
Skills: Wealth Planning, Relationship Management, Client Onboarding, Business Development, Financial Analysis
Westfield, New Jersey, United States · Hybrid
$150k–$250k/yr
Position Summary: Cerity Partners is seeking a high-performing, relationship-driven professional to join the Cerity Partner’s Growth Office Team as an Advisor Growth & Lead Conversion Manager. In this mid-level role, you…
Skills: Relationship Management, Stakeholder Management, Performance Oversight, Analytical Thinking, Constructive Communication
Boston, Massachusetts, United States · Hybrid
$120k–$150k/yr
Position Summary: We are seeking a dynamic and results-driven Business Development Officer to join our Growth organization. This role is responsible for cultivating new client relationships and supporting the firm’s grow…
Skills: Business Development, Relationship Management, Wealth Management, Financial Planning, Client Conversion
Midland, Texas, United States · On-site
$20/hr–$22/hr
Position Summary: Do you like adding value to a team, especially when you can see the impact to the end client? Would you value working for a collaborative team that puts clients first? Do you want to impact the financia…
Skills: Office Administration, Client Communication, Calendar Management, MS Office Suite, Event Planning
Denver, Colorado, United States · Hybrid
$75k–$90k/yr
Position Summary: Cerity Partners OCIO is seeking an Associate to join our Portfolio Management team. This role will support the OCIO Portfolio Management team across its core functions – portfolio monitoring, rebalancin…
Skills: Portfolio Monitoring, Trade Execution, Asset Allocation, Performance Attribution, Capital Markets
Chicago, Illinois, United States · Remote OK
Grow Your Expertise. Expand Your Impact. Are you a tax professional looking for more than year-end compliance work? Do you want to continually expand your expertise while applying it in deeper, more meaningful ways for c…
Skills: Tax Planning, Tax Compliance, High-Net-Worth Tax Strategy, Financial Planning, Estate Planning
Denver, Colorado, United States · Hybrid
$75k–$85k/yr
Position Summary: The Business Development Associate role will support Cerity Partners business development efforts in Custodial Referral Programs, a key channel of organic growth for the firm. This role will support the…
Skills: Business Development, CRM Proficiency, Salesforce, Communication, Organization
Irvine, California, United States · Hybrid
$120k–$170k/yr
The Portfolio Manager is responsible for overseeing investment strategy, portfolio construction, and performance management for a dedicated client segment within a large, multi-team RIA firm. This role combines hands-on …
Skills: Portfolio Construction, Asset Allocation, Investment Analysis, Risk Management, Capital Markets
Los Angeles, California, United States · Hybrid
Do you enjoy helping users get the most out of technology? Are you passionate about solving problems and working with a diverse team of internal and external partners to resolve issues? Does working on projects on a wide…
Skills: Windows 10/11, Office365, VOIP, Fresh Service, IT Asset Management
New York, New York, United States · Hybrid
$90k–$120k/yr
As a member of the Business Integration & Change Management Team, you will provide essential administrative support to facilitate our Inorganic Growth Strategy. Your primary responsibilities will be to support merger due…
Skills: Merger Due Diligence, Post-Close Integration, Project Management, Change Management, Microsoft Office Suite
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The Wealth Planner develops individualized financial strategies and recommendations to help clients meet their goals while supporting a Wealth Advisor. Responsibilities include managing client onboarding, processing transactions with custodians, and maintaining the CRM system.
Candidates must have a bachelor's degree and at least 5 years of experience in financial, estate, or tax planning. A Series 65 license is required within three months of hire, and pursuing or attaining a CFP certification is expected.
Position Summary:
A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients’ goals and values. This colleague will support a Wealth Advisor in managing client relationships. Alongside the advisor, the wealth planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The planner will also assist with client meetings and present findings and recommendations.
Primary Responsibilities:
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. Coordinate submission with the custodian for processing.
Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.
Processing account openings, depositing electronic checks, moving money, and processing tasks with custodians.
Proactively interact with clients and assist in 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.
Assist with the timely completion and submission of all client related transaction requests.
Preparing forms and reports for client meetings.
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).
Ongoing maintenance and quality control of CRM.
Other duties as assigned
Required Credentials:
Bachelor’s degree
Series 65 (to be obtained within three months of hire date)
5+ years financial planning, estate planning and/or tax planning/ preparation experience
Pursuing or has attained a CFP®
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, Salesforce a strong plus.
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 and maintain relationships with potential and current clients.
Tenacious about doing what is right for the client – always.
Physical Requirements:
Prolonged periods sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
Compensation:
$90,000 - $115,000
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 careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
Offices: 99 Park Ave, New York, NY 10022, US · 40701 Woodward Ave, Bloomfield Hills, MI 48304, US · 50 Public Sq, Suite 2700, Cleveland, OH 44113, US · 227 W Monroe St, Chicago, IL 60606, US · 18881 Von Karman Ave, Irvine, CA 92612, US
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
Offices: 99 Park Ave, New York, NY 10022, US · 40701 Woodward Ave, Bloomfield Hills, MI 48304, US · 50 Public Sq, Suite 2700, Cleveland, OH 44113, US · 227 W Monroe St, Chicago, IL 60606, US · 18881 Von Karman Ave, Irvine, CA 92612, US
