Wealth Planner - Family Office

Cerity Partners • New York, NY

21d

About The Position

Cerity Partners Family Office offers specialized support to ultra-high-net-worth families, blending expert financial, estate, and tax management with day-to-day administrative assistance. Our team is dedicated to a personalized service approach, ensuring every client receives tailored solutions to their unique circumstances. We focus on building enduring relationships through professionalism and integrity, simplifying wealth management to provide peace of mind for our clients and their legacies.
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected].
Applicants must be authorized to work for any employer in the U.S.
Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.
Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set.
Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight.
At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.

Requirements

• Highly organized, detail-oriented multitasker who thrives in a fast-paced environment
• Dedicated to providing exceptional client experiences and upholding the highest standards of confidentiality
• Entrepreneurial mindset, proactively identify needs and solutions
• Strong team player, embodies a “We” mentality
• Adept problem-solver and independently resourceful
• Excellent verbal and written communication skills in a professional context
• Advanced Excel abilities; strong working knowledge of Microsoft Office suite
• Experience with CRM platforms (Salesforce preferred) and WealthTech tools (Addepar is a plus)
• 1-5 years of experience in wealth management (Family Office/MFO is a plus)
• Bachelor’s degree required; preferably in Finance, Economics, or a related field
• Series 65 license, or ability to obtain within three months of hire

Nice To Haves

• Experience with CRM platforms (Salesforce preferred) and WealthTech tools (Addepar is a plus)
• 1-5 years of experience in wealth management (Family Office/MFO is a plus)

Responsibilities

• Client Relationship Management: Exceed client expectations – providing exceptional service and fostering strong relationships Act as a key point of contact, proactively addressing client needs and requests
• Financial Planning & Analysis: Prepare Excel-based financial exhibits and analyses for clients and prospective clients Assist in the development of client meeting materials and ensure follow-through on all action items
• Tax & Investment Support: Track and organize tax documents and tax impact events to facilitate timely and accurate filings and payments Build reports on private investments, manage capital calls/distributions, and coordinate subscriptions Review quarterly investment portfolio performance reports and monitor client accounts
• Collaboration & Coordination: Liaise with clients’ external advisors (attorneys, accountants, etc.) to see through collaborative initiatives Coordinate account management with internal teams (ie. transfers, trading, openings, etc.)
• Process & Technology: Support the implementation of new processes and technology solutions Leverage Salesforce to document and track client activity

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 501-1,000 employees