Wealth Planner

Cerity Partners•Cleveland, OH

1d•$65,000 - $100,000

About The Position

Position Summary: An Associate 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. 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 reporting and trading. Assist when necessary with cash transfers, wires and data maintenance. 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. 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 required to obtain within 90 days of employment
Goal to complete CFP® or CFA designation are desired

Nice To Haves

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, train and mentor CSA’s, 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.

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 reporting and trading.
Assist when necessary with cash transfers, wires and data maintenance.
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.
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.