Wealth Planner

Cerity Partners•Albany, NY

About The Position

Cerity Partners is seeking a Wealth Planner for its Albany family office practice. The role partners with senior advisors to serve complex, multi-generational, high-net-worth families and provides exposure to financial planning, tax strategy, investment analysis, trust and estate coordination, and direct client relationships. The position offers mentoring, collaborative team support, and ownership of work, including for candidates pursuing CFP, CPA, or other credentials. The Wealth Planner supports client relationships and service, account operations, advisor coordination, technology and process management, and financial planning and tax work. The role helps address the needs of families across multiple generations and entities, including trusts and foundations, while maintaining confidentiality and professional standards.

Requirements

Bachelor’s degree in accounting, finance, economics, or a related field.
2–5 years of experience in wealth management, financial planning, accounting, tax preparation, or a family office environment.
Obtain Series 65 within three months of the hire date.
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 able to thrive in a fast-paced environment.
Strong team player with a “We” mentality.
Resourcefulness and inquisitiveness.
Excellent written and verbal communication skills in a professional context.
Enthusiastic and positive 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.
Pursuing CFP, CPA, or other professional credentials.

Responsibilities

Provide exceptional, personalized 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 multiple 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 relevant documents and information.
Prepare client meeting materials and ensure follow-through.
Manage client communications with organizational precision.
Manage and update the firm’s CRM, ensuring accurate data 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.