Wealth Planner

Cerity Partners•Albany, NY

About The Position

Cerity Partners is seeking a Wealth Planner for its Albany family office practice. The role supports complex, multi-generational families and provides hands-on exposure to financial planning, tax strategy, investment analysis, trust and estate coordination, operations, and direct client relationships. The Wealth Planner works alongside senior advisors and a collaborative team, with opportunities to take ownership of work and develop professional credentials such as the CFP or CPA. The position provides personalized client service, coordinates account and custodial operations, manages client information and communications, and supports financial planning and tax work. It also involves maintaining CRM data, learning and using wealth management platforms, preparing customized financial exhibits and tax projections, and supporting complex family office structures such as trusts, foundations, and multi-entity reporting.

Requirements

Bachelor’s degree in accounting, finance, economics, or a related field.
At least 2 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-player orientation and a “We” mentality.
Independently resourceful and inquisitive.
Excellent written and verbal communication skills in a professional context.
Enthusiastic and positive approach to problem-solving and client service.
Able to sit for prolonged periods and work on a computer; able to lift up to 15 pounds at times.
Must be authorized to work for any employer in the U.S.

Nice To Haves

Prior family office experience is strongly preferred, but not required.
Experience with CRM platforms; Salesforce is preferred.
Tax and accounting experience.
Understanding of family office structures, trust administration, and multi-generational wealth management.
Pursuit of CFP, CPA, or other professional credentials.

Responsibilities

Provide exceptional, personalized service and foster trusted client relationships.
Track and organize client requests, deliverables, and deadlines.
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 organize and track pertinent documents and information.
Prepare client meeting materials and ensure follow-through; manage client communications with organizational precision.
Manage and update the firm’s CRM, maintaining accurate data and appropriate follow-up.
Learn and use wealth management platforms for portfolio management, performance reporting, and billing.
Support the implementation of new processes and technology solutions.
Provide personal financial planning, investment planning, and tax services to high-net-worth individuals.
Prepare 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.