Wealth Planner
1 week ago
Job Location
Boston Office - Boston, MA
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.
Primary Responsibilities
- 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 cash transfers, wires, data maintenance, reporting and trading as needed.
- Processing account openings, depositing electronic checks, moving money, and processing tasks with custodians.
- Proactively interact with clients and assist in creating an outstanding client experience.
- Schedule client meetings.
- Receive client calls and resolve questions/issues as needed.
- Perform research on stocks, bonds, and other securities, utilizing various investment software including Bloomberg, YCharts, HiddenLevers, etc.
- Analyze and input client data into financial planning software.
- Assist with the timely completion and submission of all client related transaction requests.
- Preparing 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 CRM system (Salesforce), utilize financial planning software (eMoney).
- Ongoing maintenance and quality control of CRM.
- Bachelor's degree
- Series 65 (to be obtained within three months of hire date)
- 0-5+ years financial planning, estate planning and/or tax planning/ preparation experience
- Pursuing or has attained a CFP® or approved advanced degree
- 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
- Working knowledge of e-Money, Salesforce a strong plus.
- 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.
- Ability to build and maintain relationships with potential and current clients.
- Tenacious about doing what is right for the client - always.
- Prolonged periods sitting at a desk and working on a computer.
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
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