Cerity Partners · 18 hours ago
Wealth Planner - Family Office
New York, NY
Full-time
Onsite
Entry, Mid Level
1+ years expCerity Partners is a company that offers specialized support to ultra-high-net-worth families, blending expert financial, estate, and tax management with day-to-day administrative assistance. They are seeking a Wealth Planner who will manage client relationships, prepare financial analyses, and coordinate with external advisors to provide exceptional service and tailored solutions for clients.
BankingFinanceFinancial Services
No H1B
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
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
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
Liaise with clients’ external advisors (attorneys, accountants, etc.) to see through collaborative initiatives
Coordinate account management with internal teams (ie. transfers, trading, openings, etc.)
Support the implementation of new processes and technology solutions
Leverage Salesforce to document and track client activity
Qualification
Required
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
Advanced Excel abilities; strong working knowledge of Microsoft Office suite
Experience with CRM platforms (Salesforce preferred) and WealthTech tools (Addepar is a plus)
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
Company
Cerity Partners
Cerity Partners is a financial services company specializes in banking,finance and personal loan.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Audax Private Debt
2022-07-29Debt Financing
2022-07-13Acquired
2021-02-21Debt Financing
Leadership Team
Kurt Miscinski
President & CEO
Carol Benz
Partner & Chief People Officer
Recent News
2026-01-22
2026-01-16
Private Banker International
2026-01-11
Company data provided by crunchbase