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Financial Planning Specialist

2 months ago

Reston, Virginia, United States Cerity Partners Full time
About the Role

Cerity Partners is seeking a highly motivated and detail-oriented Financial Planning Specialist to join our team. As a Financial Planning Specialist, you will play a critical role in helping our clients achieve their financial goals.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with clients, including regular communication and ongoing support.
  • Financial Planning: Provide comprehensive financial planning services, including asset management, estate planning, and risk management.
  • Portfolio Management: Manage client portfolios, including investment analysis, portfolio rebalancing, and tax strategy implementation.
  • Client Service: Provide exceptional client service, including meeting preparation, portfolio changes, and reviews.
  • Team Collaboration: Work closely with our team of financial professionals to deliver world-class service to our clients.
Requirements
  • Education: Bachelor's degree from an accredited college or university (required), Master's degree a plus.
  • Skills: Proficiency in Microsoft Office, financial planning software, and CRM systems.
  • Personal Qualities: Self-confidence, personal integrity, and an understanding of fiduciary responsibility.
  • Leadership Skills: Strong leadership skills and ability to work effectively in a team environment.
About Cerity Partners

Cerity Partners is a leading national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses, and nonprofit organizations. Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.