Wealth Planner

Cerity Partners • Indianapolis, IN

1d

About The Position

A Wealth Planner provides comprehensive wealth management strategies consistent with clients’ goals and values and supports a Wealth Advisor in managing client relationships. Working alongside the advisor, the planner develops individualized financial plans and recommendations to help clients meet their financial goals, assists with client meetings, and presents findings and recommendations.

Requirements

• Bachelor’s degree.
• Series 65.
• Completion of the CFP® or CFA designation, or CPA, JD, CHFC, or another approved advanced designation or degree.
• At least 3 years of financial planning, estate planning, and/or tax planning or preparation experience.
• Ability to talk to clients independently.
• Ability to train and mentor Client Service Associates.
• Ability to develop wealth planning and investment recommendations and present them to clients when applicable.
• Exceptional problem-solving skills and ability to organize and prioritize work to meet deadlines proactively with little supervision.
• Ability to thrive in a fast-paced, changing environment.
• Ability to build and maintain relationships with potential and current clients.
• Commitment to doing what is right for the client.

Nice To Haves

• Working knowledge of eMoney and Salesforce.

Responsibilities

• Assist the advisory team with onboarding new clients, including customizing contracts, obtaining and completing custodian forms, and coordinating submissions for processing.
• Handle cash transfers, wires, data maintenance, reporting, and trading as needed.
• Process account openings, electronic check deposits, money movements, and other custodian tasks.
• Interact proactively with clients and help provide an outstanding client experience.
• Schedule client meetings, respond to client calls, and resolve questions or issues as needed.
• Analyze and input client data into financial planning software.
• Complete and submit client-related transaction requests in a timely manner.
• Prepare forms and reports for client meetings.
• Conduct independent research and build financial plans for prospective clients.
• Develop client recommendations with assistance from the Wealth Advisor.
• Assist in building comprehensive financial plans.
• Organize and maintain the Salesforce CRM system and use eMoney financial planning software.
• Perform ongoing CRM maintenance and quality control.
• Perform other duties as assigned.

Benefits

• Health, dental, and vision insurance starting 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: Mid Level