About Cerity Partners
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
201 - 500 Employees
Headquarters location
New York, NY, US
Year founded
2009
$75K - $90K/yr
Full-time
Medical, Dental, Vision, Retirement, PTO
Posted 15 days ago
Job description
Position Summary:
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.
Primary Responsibilities:
$75,000-90,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
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.
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.
- 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
- Bachelor's degree
- Series 65 (to be obtained within three months of hire date)
- 2+ years financial planning, estate planning and/or tax planning/ preparation experience
- Pursuing or has attained a CFP
- 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.
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times.
$75,000-90,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
- Health, dental, and vision insurance - day 1!
- 401(k) savings and investment plan options with 4% match
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
- Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
ceritypartners.com
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Frequently asked questions
Q: What skills or qualities help someone succeed as a Meeting Planner?
A: To succeed as a Meeting Planner, key technical skills include proficiency in event management software, such as Cvent or AllSeated, and knowledge of budgeting, logistics, and vendor management. Soft skills like effective communication, problem-solving, and attention to detail are also crucial, as Meeting Planners must coordinate with diverse stakeholders, manage timelines, and troubleshoot unexpected issues. By combining these technical and soft skills, Meeting Planners can deliver successful events, build strong relationships with clients and vendors, and advance their careers in the hospitality and events industry.
Q: What is the career path for a Meeting Planner?
A: A Meeting Planner's typical career progression involves starting as a Coordinator, where they assist in planning and executing events, then advancing to a Planner role, where they take on more responsibility for event design, budgeting, and logistics. As they gain experience, they can move into senior roles such as Senior Planner or Meeting Manager, overseeing large-scale events and leading teams of planners. Key opportunities for skill development include learning event management software, developing negotiation and communication skills, and staying up-to-date on industry trends, ultimately leading to long-term career prospects in event management, hospitality, or related fields.
