Apply on Employer Site

Cerity Partners · 5 days ago

Wealth Planner

Saratoga Springs, NY

Full-time

Onsite

Mid Level

$90K/yr - $100K/yr

3+ years exp

Cerity Partners is a wealth management firm seeking a Wealth Planner to provide comprehensive wealth management strategies that align with clients' goals and values. The role involves supporting Wealth Advisors in managing client relationships, financial planning, investment management, and operational support.

BankingFinanceFinancial Services

No H1B

Responsibilities

Assist Wealth Advisors in managing existing client relationships

Lead select client relationships independently

Present portions of client meetings and communicate with clients directly

Proactively engage with clients to ensure a best-in-class experience

Support the full planning process: discovery, data gathering, plan development, presentation, implementation, and ongoing reviews

Build and maintain detailed financial plans, including: Cash-flow modeling, Retirement projections, Tax strategies, Estate planning, Insurance analysis, Education funding, Charitable giving, Equity compensation

Design, implement, and maintain discretionary investment portfolios aligned with each client’s financial plan

Monitor portfolio performance, execute rebalancing, tax-loss harvesting, and manage cash flows

Stay informed on market trends, manager research, and emerging investment opportunities

Ensure timely completion and submission of all client-related transaction requests

Maintain CRM (Salesforce) and utilize financial planning software (eMoney)

Participate in company committees and firm-wide initiatives

Understand internal solutions and collaborate across service lines within Cerity Partners

Qualification

Financial PlanningWealth PlanningInvestment ManagementE-MoneySalesforceLeadership SkillsInterpersonal SkillsProblem-Solving SkillsAttention to Detail

Required

Bachelor's degree

Series 65 or equivalent

3+ years financial planning, estate planning and/or tax planning/ preparation experience

Proficient in developing wealth planning and investment recommendations and able to present to clients when applicable

Proficiency in all CSA functions, plus:

Ability to talk to clients independently

Completion of CPU levels 100-300

Ability to train and mentor CSAs

Demonstrate strong and effective leadership skills through clear communication and collaboration with others

Strong interpersonal and networking skills with both external clients and internal collaboration

Ability to listen and empathize with clients, spot, and analyze issues, and simplify/explain financial concepts to provide solutions

Strong attention to detail, 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

Tenacious about doing what is right for the client – always