Wealth Management Associate

5 days ago

Los Altos, California, United States Cerity Partners Full time
Job Title: Wealth Management Associate

Cerity Partners is seeking a highly motivated and detail-oriented Wealth Management Associate to join our team. As a Wealth Management Associate, you will play a critical role in supporting our client-facing team with various activities, including onboarding new clients, managing account openings and maintenance paperwork, and providing exceptional client service.

Key Responsibilities:
  • Assist Wealth Management advisors with onboarding new clients, including customizing contracts, obtaining necessary forms, and coordinating submissions with custodians.
  • Manage account openings and maintenance paperwork, ensuring accuracy and timeliness.
  • Support advisors by organizing and preparing meeting and marketing materials, quarterly reporting, and other client mailings.
  • Organize and maintain client files and key custodian documents.
  • Provide assistance with practice management-related data gathering, tracking, and reporting.
  • Proactively interact with clients to create a spectacular client experience.
  • Assist with timely completion and submission of client-related transaction requests.
  • Manage and administer the quarterly client reporting process.
  • Organize and maintain the CRM system (Salesforce), reporting, and filing systems.
  • Analyze clients' current financial health, help set short/long-term financial goals, and design a realistic plan of action.
  • Prepare and deliver financial plans using e-Money and other tools.
  • Advocate the values, ethics, and unique approach our company takes to personal finance and financial planning.
Requirements:
  • Bachelor's degree required.
  • 0-2 years of experience in financial services preferred, but not required.
  • Team player with a willingness to learn and grow.
  • Strong verbal and written communication skills, professional presentation, and organizational skills.
  • Proficiency in technology/applications, including Addepar, eMoney, Salesforce, and Excel.
Additional Requirements:
  • Travel to our Louisville, KY office for in-person training.
  • Training will begin in June and last for 6 weeks.

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