Wealth Planner

About the Role

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. Alongside the advisor, the wealth planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The planner will also assist with client meetings and present findings and recommendations.

Part of the Indianapolis office and the 4th annual Cerity Partners University class.

Cerity Partners University (CPU) focuses on the growth and development of newly hired colleagues, taking place in Louisville, KY.

During the in-person training, you will learn the basics of working with clients, train on the Cerity Partners Way, and prepare to test for the Series 65.

Training begins in July and lasts for four weeks with all travel and expenses covered by the firm.

Key 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.
• 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.
• Other duties as assigned

Requirements & Tech Stack

• Bachelor’s degree
• Series 65 (to be obtained within three months of hire date)
• 0-2+ years financial planning, estate planning and/or tax planning/preparation experience
• eMoney
• Salesforce

Qualifications

• Pursuing or has attained a CFP®

Skills and Competencies

• Ability to talk to clients independently
• Ability to train and mentor Client Service Associates
• 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