Wealth Planner

Cerity Partners•Saratoga Springs, NY

5d•$90,000 - $100,000

About The Position

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.

Requirements

Bachelor’s degree
Series 65 or equivalent
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 CSAs.
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.
Working knowledge of e-Money, Salesforce a strong plus.
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.

Responsibilities

Assist Wealth Advisors in managing existing client relationships.
Lead select client relationships independently.
Present portions of client meetings and communicate with clients directly.
Proactively engage with clients to ensure a best-in-class experience.
Support the full planning process: discovery, data gathering, plan development, presentation, implementation, and ongoing reviews.
Build and maintain detailed financial plans, including: Cash-flow modeling Retirement projections Tax strategies Estate planning Insurance analysis Education funding Charitable giving Equity compensation
Design, implement, and maintain discretionary investment portfolios aligned with each client’s financial plan.
Monitor portfolio performance, execute rebalancing, tax-loss harvesting, and manage cash flows.
Stay informed on market trends, manager research, and emerging investment opportunities.
Ensure timely completion and submission of all client-related transaction requests.
Maintain CRM (Salesforce) and utilize financial planning software (eMoney).
Participate in company committees and firm-wide initiatives.
Understand internal solutions and collaborate across service lines within Cerity Partners.