Wealth Planner

Cerity Partners • Albany, OR

4d • $95,000 - $110,000

About The Position

Cerity Partners is hiring a Wealth Planner for its Albany family office practice. The role supports complex, multi-generational families and works alongside senior advisors across financial planning, tax strategy, investment analysis, trust and estate coordination, and direct client relationships. The position offers hands-on exposure to family office services, mentorship from experienced practitioners, and ownership of work within a collaborative team. The firm also supports candidates pursuing CFP, CPA, or other professional credentials.

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 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 able to thrive in a fast-paced environment.
• Strong team orientation and a collaborative “We” mentality.
• Resourceful and inquisitive.
• 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.
• Experience with CRM platforms; Salesforce is preferred.
• Tax and accounting experience.
• Understanding of family office structures, trust administration, and multi-generational wealth management.

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 relevant documents and information.
• Assist with preparing client meeting materials and ensure follow-through.
• Manage client communications with 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 complex family office structures, including trusts, foundations, and multi-entity reporting.

Benefits

• Health, dental, and vision insurance beginning on day one.
• 401(k) savings and investment plan options 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
• Career Level: Entry Level