Wealth Planner | New College Graduate 2027
About The Position
A Wealth Planner provides comprehensive wealth management strategies aligned with clients’ goals and values and supports a Wealth Advisor in managing client relationships. Working alongside the advisor, the planner develops individualized financial plans and recommendations, assists with client meetings, and presents findings and recommendations. This position is part of Cerity Partners University’s 2027 new graduate class and is based with the San Jose, California team. Training takes place in person in Louisville, Kentucky, begins in July, and lasts four weeks; the firm covers travel and expenses. Training covers client service basics and the Cerity Partners Way and prepares participants to test for the Series 65. After training, the colleague returns to the local office to begin work.
Requirements
- Bachelor’s degree.
- Obtain the Series 65 within three months of hire.
- 0–2+ years of financial planning, estate planning, and/or tax planning or preparation experience.
- Ability to speak with 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 prospective 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 by customizing standard contracts, obtaining appropriate custodian forms, helping clients complete them accurately, and coordinating submission to the custodian.
- Handle cash transfers, wires, data maintenance, reporting, and trading as needed.
- Process account openings, electronic check deposits, money movements, and other custodian tasks.
- Interact proactively with clients and help provide an outstanding client experience.
- Schedule client meetings.
- Receive client calls and resolve questions and issues as needed.
- Analyze and enter client data into financial planning software.
- Assist with timely completion and submission of client transaction requests.
- 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.
- Maintain and perform quality control of the CRM system.
- Perform other duties as assigned.
Benefits
- Health, dental, and vision insurance beginning on day one.
- 401(k) savings and investment plan options 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.
- Firm-covered travel and expenses for the four-week in-person training.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
