Associate | Wealth Planner

2 weeks ago

Midland, United States Cerity Partners Full time
Job Details

Level
Entry

Job Location
Midland office - Midland, TX

Position Type
Full Time

Education Level
4-year degree or above

Job Category
Finance

Do you have a passion for using your financial planning skills to impact lives? Are you motivated when you can help clients reach their goals? Do you like the challenge of solving the puzzle that can be a client's complex financial picture? If you answered yes to any of the questions above, we would like to speak with you about being an Associate Wealth Planner for our Midland location.

Primary Responsibilities:

An Associate Wealth Planner can expect to focus their work in the following areas:
  • Client relationship management for clients, including ongoing and regular client contact and communications
  • Client service, including client meeting preparation, portfolio changes and reviews, information data gathering, implementation of recommendations, correspondence, and reporting
  • Comprehensive financial planning including coordination of asset management, estate planning, and risk management
  • Client asset management, including coordination of complete financial planning and wealth management (analysis, estate planning, tax strategies for assets under management, and portfolio management)
  • Client and team meetings, as required; special projects, as appropriate; Operations support, as needed
Ideal Candidate Profile:
  • Bachelor's Degree from an accredited college or university required, Master's Degree a plus;
  • CFP® designation or enrollment in program required
  • 3+ years of experience working with an RIA or financial services
  • Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as experience with financial planning, client relationship management (CRM) and portfolio management (PM) software
  • Self-confidence, personal integrity, and an understanding of fiduciary responsibility
  • Ability to multi-task, manage time effectively, and prioritize
  • A team player, with strong leadership skills
  • Desire/ability to work successfully in a team environment where it is expected that you will wear many hats with varied responsibilities
  • Excellent written and oral communication skills and listening skills
  • Detail-oriented focus and a professional demeanor
Company Overview:

Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:
  • You understand the need to provide a world-class client experience
  • You value the collaboration of insightful, experienced colleagues to deliver our services
  • You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills


This position is located at former FJY Financial offices. FJY Financial has merged with Cerity Partners. Together, our firm is stronger than ever.

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