Apply on Employer Site

Cerity Partners · 2 days ago

Associate Wealth Planner

Los Angeles, CA

Full-time

Onsite

New Grad, Entry Level

$70K/yr - $105K/yr

0+ years exp

Cerity Partners is a company focused on delivering exceptional service to clients through teamwork. The Associate Wealth Planner will support a Wealth Advisor in managing client relationships and developing individualized financial plans to help clients achieve their financial goals.

BankingFinanceFinancial Services

No H1B

Responsibilities

Assist the Wealth Advisor in the management of existing client relationships

Lead certain client relationships independently

Present portions of client meetings and communicate with clients independently

Knowledgeable of internal solutions for client base, including other service lines within Cerity Partners

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

Must have comprehensive knowledge of investment accounts, products, and the forms required to transact business

Drive proactive process improvements for advisor and CSA team members

Proactively interact with clients and assist in creating an outstanding client experience

Present portions of client meetings and communicate with clients independently

Perform research on stocks, bonds, and other securities, utilizing various investment software including Bloomberg, YCharts, HiddenLevers, etc

Assist with the timely completion and submission of all client related transaction requests

Conduct independent research and build financial plans for prospective clients

Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney)

Involvement in company committees and/or firm-wide initiatives

Qualification

Financial planningInvestment recommendationsClient communicationSalesforceEMoneyEmpathyLeadership skillsInterpersonal skillsProblem-solving skillsAttention to detail