CP
Wealth Planner - Family Office
full-time•New York
About this role
Key Responsibilities:
Client Relationship Management:
- Exceed client expectations – providing exceptional service and fostering strong relationships
- Act as a key point of contact, proactively addressing client needs and requests
Financial Planning & Analysis:
- Prepare Excel-based financial exhibits and analyses for clients and prospective clients
- Assist in the development of client meeting materials and ensure follow-through on all action items
Tax & Investment Support:
- Track and organize tax documents and tax impact events to facilitate timely and accurate filings and payments
- Build reports on private investments, manage capital calls/distributions, and coordinate subscriptions
- Review quarterly investment portfolio performance reports and monitor client accounts
Collaboration & Coordination:
- Liaise with clients’ external advisors (attorneys, accountants, etc.) to see through collaborative initiatives
- Coordinate account management with internal teams (ie. transfers, trading, openings, etc.)
Process & Technology:
- Support the implementation of new processes and technology solutions
- Leverage Salesforce to document and track client activity
Qualifications:
Skills & Attributes:
- Highly organized, detail-oriented multitasker who thrives in a fast-paced environment
- Dedicated to providing exceptional client experiences and upholding the highest standards of confidentiality
- Entrepreneurial mindset, proactively identify needs and solutions
- Strong team player, embodies a “We” mentality
- Adept problem-solver and independently resourceful
- Excellent verbal and written communication skills in a professional context
Technical Proficiency:
- Advanced Excel abilities; strong working knowledge of Microsoft Office suite
- Experience with CRM platforms (Salesforce preferred) and WealthTech tools (Addepar is a plus)
Experience & Education:
- 1-5 years of experience in wealth management (Family Office/MFO is a plus)
- Bachelor’s degree required; preferably in Finance, Economics, or a related field
- Series 65 license, or ability to obtain within three months of hire
About Cerity Partners Family Office:
Cerity Partners Family Office offers specialized support to ultra-high-net-worth families, blending expert financial, estate, and tax management with day-to-day administrative assistance. Our team is dedicated to a personalized service approach, ensuring every client receives tailored solutions to their unique circumstances. We focus on building enduring relationships through professionalism and integrity, simplifying wealth management to provide peace of mind for our clients and their legacies.
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 [email protected]. Applicants must be authorized to work for any employer in the U.S.
What you'll do
- The Wealth Planner is responsible for managing client relationships, providing exceptional service, and preparing financial analyses. They will also support tax and investment activities while collaborating with clients' external advisors.
About Cerity Partners
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/.
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Frequently Asked Questions
What does a Wealth Planner - Family Office do at Cerity Partners?
As a Wealth Planner - Family Office at Cerity Partners, you will: the Wealth Planner is responsible for managing client relationships, providing exceptional service, and preparing financial analyses. They will also support tax and investment activities while collaborating with clients' external advisors..
Is the Wealth Planner - Family Office position at Cerity Partners remote?
The Wealth Planner - Family Office position at Cerity Partners is based in New York, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Wealth Planner - Family Office position at Cerity Partners?
You can apply for the Wealth Planner - Family Office position at Cerity Partnersdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.