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Cerity Partners · 4 hours ago

Associate | Wealth Planner

San Francisco, CA

Full-time

Onsite

New Grad, Entry Level

$70K/yr - $77K/yr

0+ years exp

Cerity Partners is a wealth management firm that provides comprehensive wealth management strategies. The Wealth Planner will support a Wealth Advisor in managing client relationships and developing individualized financial plans to help clients meet their financial goals.

BankingFinanceFinancial Services

No H1B

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

Qualification

Financial planningClient relationship managementSalesforceEMoneySeries 65CFP certificationProblem-solvingMentoringCommunication skillsOrganizational skills