Wealth Planner

Cerity Partners • Indianapolis, IN

1d

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. Working alongside the advisor, the planner develops individualized financial plans and recommendations, assists with client meetings, and presents findings and recommendations. The role also supports client onboarding and account administration, helps deliver a strong client experience, and maintains financial-planning and CRM systems.

Requirements

• Bachelor’s degree.
• Series 65.
• Completion of CFP® or CFA designation, or CPA, JD, CHFC, or another approved advanced designation or degree.
• At least 3 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 acting in clients’ best interests.

Nice To Haves

• Working knowledge of eMoney and Salesforce; Salesforce experience is a strong plus.

Responsibilities

• Assist the advisory team with new-client onboarding, including customizing contracts, obtaining and completing custodian forms, and coordinating submissions for processing.
• Handle cash transfers, wires, data maintenance, reporting, trading, account openings, electronic check deposits, money movement, and custodian-related tasks as needed.
• Interact proactively with clients to support 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 CRM system (Salesforce) and use financial-planning software (eMoney).
• Perform ongoing CRM maintenance and quality control.
• Perform other duties as assigned.

Benefits

• Health, dental, 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.

What This Job Offers

• Job Type: Full-time