Cerity Partners · 5 hours ago
Wealth Planner
Mill Valley, CA
Full-time
Onsite
Entry Level
$74K/yr - $85K/yr
2+ years expCerity Partners is a company focused on delivering exceptional service to clients, and they are seeking a Wealth Planner to support a Wealth Advisor in managing client relationships. The Wealth Planner will assist in developing financial plans, prepare custodian paperwork, and ensure a high-quality client experience through proactive interaction and support.
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
Answer incoming client calls, transfer or assist as needed
Responsible for cash transfers, wires, data maintenance 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
Receive client calls, schedule meetings and resolve questions/issues as needed
Assist with the timely completion and submission of all client related transaction requests
Preparing paperwork and reports for client meetings
Assist advisor in data gathering and building comprehensive financial plans
Ongoing maintenance and quality control of CRM (Salesforce)
Develop knowledge of investment account types, products and custodian paperwork required to transact business
Other duties as assigned
Qualification
Required
Bachelor's degree
Series 65 (to be obtained within twelve months of hire date)
2+ years financial services
Pursuing or has attained a CFP®
Ability to talk with clients independently
Proficiency in Excel required
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 thrive in a fast-paced, changing environment
Ability to build and maintain relationships with potential and current clients
Tenacious about doing what is right for the client – always
Working knowledge of e-Money, Salesforce a strong plus
Benefits
Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
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