Wealth Planner

Cerity Partners•Albany, OR

6d•$75,000 - $95,000

About The Position

Cerity Partners is seeking a Wealth Planner for its Albany family office practice. The role serves complex, multi-generational families and works alongside senior advisors, providing exposure to financial planning, tax strategy, investment analysis, trust and estate coordination, and direct client relationships. The position offers mentorship, collaboration, and opportunities to take ownership of work while pursuing professional credentials such as the CFP or CPA. The Wealth Planner supports client relationships and service, family-office operations, technology and process management, and financial planning and technical work. This includes serving high-net-worth individuals and families, coordinating with clients and external advisors, preparing customized planning analyses and tax work, and supporting complex structures such as trusts, foundations, and multi-entity reporting. The role pays $75,000–$95,000 per year. Cerity Partners describes its workplace as collaborative and inclusive and is an Equal Opportunity Employer. Applicants must be authorized to work for any employer in the United States.

Requirements

Bachelor’s degree in accounting, finance, economics, or a related field.
At least 2 years of experience in wealth management, financial planning, accounting, tax preparation, or a family office environment.
Series 65 license to be obtained within three months of hire.
Strong working knowledge of Microsoft Office, particularly Excel.
Ability to quickly learn new technologies and systems.
Exceptional organizational skills and ability to manage multiple priorities, high email volume, detailed notes, and numerous moving pieces.
Self-starter with an entrepreneurial mindset who proactively identifies needs and solutions and takes ownership of work.
Detail-oriented multitasker who can thrive in a fast-paced environment.
Strong team-player mentality.
Resourceful and inquisitive.
Excellent written and verbal communication skills in a professional context.
Positive, enthusiastic approach to problem-solving and client service.

Nice To Haves

Prior family office experience is strongly preferred but not required.
Experience with CRM platforms; Salesforce is preferred.
Tax and accounting experience.
Understanding of family-office structures, trust administration, and multi-generational wealth management.
Pursuit of CFP, CPA, or other professional credentials.

Responsibilities

Provide personalized client service and foster trusted client relationships.
Track and organize client requests and ensure deliverables and deadlines are met.
Maintain confidentiality and professionalism while supporting the needs of UHNW families across generations and entities.
Process account openings, funding, electronic check deposits, money movements, and custodial paperwork across family accounts.
Coordinate with clients’ external advisors to track and organize documents and information.
Assist with client meeting materials and ensure follow-through.
Manage client communications and maintain organizational precision.
Manage and update the firm’s CRM, ensuring data accuracy and appropriate follow-up.
Learn and use wealth management platforms for portfolio management, performance reporting, and billing.
Support implementation of new processes and technology solutions.
Provide personal financial planning, investment planning, and tax services to high-net-worth individuals.
Prepare customized financial exhibits covering asset allocation, retirement planning, education funding, insurance, and estate planning.
Prepare tax projections and income tax returns.
Collaborate with internal specialists on financial statement and performance reporting, tax, and planning projects.
Support family-office structures, including trusts, foundations, and multi-entity reporting.