Wealth Planner

Cerity Partners•Los Angeles, CA

63d•$85,000 - $115,000

About The Position

Position Summary: A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients’ goals and values. This colleague will support a Wealth Advisor in managing client relationships. Alongside the advisor, the wealth planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The planner will also assist with client meetings and present findings and recommendations. Primary Responsibilities Assist the Wealth Advisor in the management of existing client relationships. Lead certain client relationships independently. Present portions of client meetings and communicate with clients independently. Knowledgeable of internal solutions for client base, including other service lines within Cerity Partners. Assist advisory team with onboarding of new clients: customize our standard contract with new client information, obtain all appropriate forms from custodian, and work with each new client to ensure accurate completion. Coordinate submission with the custodian for processing. Responsible for cash transfers, wires, data maintenance, reporting and trading as needed. Must have comprehensive knowledge of investment accounts, products, and the forms required to transact business. Drive proactive process improvements for advisor and CSA team members. Proactively interact with clients and assist in creating an outstanding client experience. Present portions of client meetings and communicate with clients independently. Perform research on stocks, bonds, and other securities, utilizing various investment software including Bloomberg, YCharts, HiddenLevers, etc. Assist with the timely completion and submission of all client related transaction requests. Conduct independent research and build financial plans for prospective clients. Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney). Involvement in company committees and/or firm-wide initiatives.

Requirements

Bachelor’s degree
Series 65
Completion of CFP® or CFA designation– CPA, JD, CHFC, or another approved advanced designation/degree
3+ years financial planning, estate planning, and/or tax planning/preparation experience
Proficient in developing wealth planning and investment recommendations and able to present to clients when applicable.
Proficiency in all CSA functions, plus: Ability to talk to clients independently. Completion of CPU levels 100-300. Ability to train and mentor CSA’s.
Ability to develop wealth planning and investment recommendations and present to clients when applicable.
Demonstrate strong and effective leadership skills through clear communication and collaboration with others.
Strong interpersonal and networking skills with both external clients and internal collaboration.
Ability to listen and empathize with clients, spot, and analyze issues, and simplify/explain financial concepts to provide solutions.
Strong attention to detail, exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required.
Must accept and thrive in a fast-paced, changing environment.
Tenacious about doing what is right for the client – always.
Prolonged periods sitting at a desk and working on a computer.

Nice To Haves

Working knowledge of e-Money, Salesforce a strong plus.

Responsibilities

Assist the Wealth Advisor in the management of existing client relationships.
Lead certain client relationships independently.
Present portions of client meetings and communicate with clients independently.
Knowledgeable of internal solutions for client base, including other service lines within Cerity Partners.
Assist advisory team with onboarding of new clients: customize our standard contract with new client information, obtain all appropriate forms from custodian, and work with each new client to ensure accurate completion.
Coordinate submission with the custodian for processing.
Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.
Must have comprehensive knowledge of investment accounts, products, and the forms required to transact business.
Drive proactive process improvements for advisor and CSA team members.
Proactively interact with clients and assist in creating an outstanding client experience.
Present portions of client meetings and communicate with clients independently.
Perform research on stocks, bonds, and other securities, utilizing various investment software including Bloomberg, YCharts, HiddenLevers, etc.
Assist with the timely completion and submission of all client related transaction requests.
Conduct independent research and build financial plans for prospective clients.
Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney).
Involvement in company committees and/or firm-wide initiatives.