Wealth Planner | New College Graduate 2027
About The Position
A Wealth Planner provides comprehensive wealth management strategies aligned with clients’ goals and values while supporting a Wealth Advisor in managing client relationships. The planner develops individualized financial plans and recommendations, assists with client meetings, and presents findings and recommendations. This role is part of the San Jose, California team and the Cerity Partners University program for new colleagues. The four-week, in-person training takes place in Louisville, Kentucky, begins in July, and covers client service fundamentals, the Cerity Partners Way, and preparation for the Series 65 exam. The firm covers travel and expenses. After training, the colleague returns to their local office.
Requirements
- Bachelor’s degree.
- Obtain Series 65 within three months of hire date.
- 0–2+ years of financial planning, estate planning, and/or tax planning or preparation experience.
- Ability to talk to clients independently.
- Ability to train and mentor Client Service Associates.
- Ability to develop wealth planning and investment recommendations and present them to clients when applicable.
- Exceptional problem-solving skills and ability to organize and prioritize work proactively to meet deadlines with little supervision.
- Ability to thrive in a fast-paced, changing environment.
- Ability to build and maintain relationships with potential and current clients.
- Commitment to doing what is right for the client.
Nice To Haves
- Pursuing or having attained a CFP® designation.
- Working knowledge of eMoney and Salesforce.
Responsibilities
- Assist the advisory team with onboarding new clients, including customizing standard contracts, obtaining custodian forms, ensuring clients complete forms accurately, and coordinating submissions with custodians.
- Handle cash transfers, wires, data maintenance, reporting, and trading as needed.
- Process account openings, electronic check deposits, money movement, and custodian-related tasks.
- Interact proactively with clients and help deliver an outstanding client experience.
- Schedule client meetings, receive client calls, and resolve questions or issues as needed.
- Analyze and enter client data into financial planning software.
- Complete and submit client-related transaction requests in a timely manner.
- Prepare 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 Salesforce CRM system and use eMoney financial planning software.
- Perform ongoing CRM maintenance and quality control.
- Perform other duties as assigned.
Benefits
- Health insurance, dental insurance, and vision insurance effective on day one.
- 401(k) savings and investment plan with a 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.
- Training travel and expenses covered by the firm.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
