Wealth Planner
$85K - $125K/yr
Analyze and input client data into financial planning software. * Assist with the timely completion ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Ceritypartners
32 Ceritypartners Software Jobs Hiring Near You
Wealth Planner
$85K - $125K/yr
Analyze and input client data into financial planning software. * Assist with the timely completion ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Wealth Planner
Chicago, IL · On-site
$55K - $76K/yr
Analyze and input client data into financial planning software. * Assist with the timely completion ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Wealth Planner
Chicago, IL · On-site
$55K - $76K/yr
Analyze and input client data into financial planning software. * Assist with the timely completion ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Wealth Planner
$90K - $115K/yr
Analyze and input client data into financial planning software. * Assistwith thetimelycompletion ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Wealth Planner
$90K - $115K/yr
Analyze and input client data into financial planning software. * Assistwith thetimelycompletion ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Associate | Wealth Planner
Fort Worth, TX · On-site
Analyze and input client data into financial planning software. * Assist with the timely completion ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Associate | Wealth Planner
Fort Worth, TX · On-site
Analyze and input client data into financial planning software. * Assist with the timely completion ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Tax Administrative Associate
Cincinnati, OH · On-site
$56K - $74K/yr
... and Adobe Acrobat software to organize and generate electronic client data * Assist Tax ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Tax Administrative Associate
Cincinnati, OH · On-site
$56K - $74K/yr
... and Adobe Acrobat software to organize and generate electronic client data * Assist Tax ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Wealth Planner
Los Altos, CA · On-site
$70K - $75K/yr
Analyze and input client data into financial planning software. * Assist with the timely completion ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Wealth Planner
Los Altos, CA · On-site
$70K - $75K/yr
Analyze and input client data into financial planning software. * Assist with the timely completion ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
... software; * Excellent communication and listening skills; * Desire/ability to work successfully in ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
... software; * Excellent communication and listening skills; * Desire/ability to work successfully in ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
... software; * Excellent communication and listening skills; * Desire/ability to work successfully in ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
... software; * Excellent communication and listening skills; * Desire/ability to work successfully in ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Wealth Planner
New York, NY · On-site
$110K - $120K/yr
Analyze and input client data into financial planning software (eMoney). * Assist with the timely ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Wealth Planner
New York, NY · On-site
$110K - $120K/yr
Analyze and input client data into financial planning software (eMoney). * Assist with the timely ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Principal Tax Manager
$200K - $220K/yr
Proficient with CCH Axcess Tax, Income Tax Planner, online tax research software, and Microsoft ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Principal Tax Manager
$200K - $220K/yr
Proficient with CCH Axcess Tax, Income Tax Planner, online tax research software, and Microsoft ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Data Engineer
$140K - $180K/yr
For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.
Data Engineer
$140K - $180K/yr
For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.
Senior Tax Accountant
$100K - $150K/yr
Proficient in Bloomberg Tax and BNA software systems for tax research, compliance, and advisory ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Senior Tax Accountant
$100K - $150K/yr
Proficient in Bloomberg Tax and BNA software systems for tax research, compliance, and advisory ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Portfolio Management Associate
New York, NY · Hybrid
$75K - $90K/yr
Utilize third-party portfolio management software and internal Excel/Power Query-based tools ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Portfolio Management Associate
New York, NY · Hybrid
$75K - $90K/yr
Utilize third-party portfolio management software and internal Excel/Power Query-based tools ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Trading Associate
Albany, NY · On-site
$65K - $75K/yr
Demonstrated ability to learn and manage software tools for trading and analysis * High attention ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Trading Associate
Albany, NY · On-site
$65K - $75K/yr
Demonstrated ability to learn and manage software tools for trading and analysis * High attention ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Portfolio Management Associate
Denver, CO · Hybrid
$75K - $90K/yr
Utilize third-party portfolio management software and internal Excel/Power Query-based tools ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Portfolio Management Associate
Denver, CO · Hybrid
$75K - $90K/yr
Utilize third-party portfolio management software and internal Excel/Power Query-based tools ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Tax Administrative Associate
Cincinnati, OH · On-site
$56K - $74K/yr
... and Adobe Acrobat software to organize and generate electronic client data * Assist Tax ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Tax Administrative Associate
Cincinnati, OH · On-site
$56K - $74K/yr
... and Adobe Acrobat software to organize and generate electronic client data * Assist Tax ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Associate | Wealth Planner
Fort Worth, TX · On-site
Analyze and input client data into financial planning software. * Assist with the timely completion ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Associate | Wealth Planner
Fort Worth, TX · On-site
Analyze and input client data into financial planning software. * Assist with the timely completion ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Wealth Planner
Pasadena, CA · On-site
$85K - $125K/yr
Analyze and input client data into financial planning software. * Assist with the timely completion ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Wealth Planner
Pasadena, CA · On-site
$85K - $125K/yr
Analyze and input client data into financial planning software. * Assist with the timely completion ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Principal Tax Manager
New York, NY · On-site
$200K - $220K/yr
Proficient with CCH Axcess Tax, Income Tax Planner, online tax research software, and Microsoft ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Principal Tax Manager
New York, NY · On-site
$200K - $220K/yr
Proficient with CCH Axcess Tax, Income Tax Planner, online tax research software, and Microsoft ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
... software; * Excellent communication and listening skills; * Desire/ability to work successfully in ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
... software; * Excellent communication and listening skills; * Desire/ability to work successfully in ... For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must ...
Ceritypartners Jobs Information
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$85K - $125K/yr
Full-time
Medical, Dental, Vision, Retirement, PTO
Posted 21 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:
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
Required Credentials:
Bachelor's degree
Series 65
4+ years financial planning, estate planning and/or tax planning/ preparation experience
Pursuing or has attained a CFP
Skills & 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.
Compensation:
$85,000 - $125,000
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.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.