Cerity Partners
Financial Services
WealthPlanner
“Wealth Planner at Cerity Partners. Skills: Financial planning, Investment management, Client advisory. Develop comprehensive financial plans. Provide investment management services”
What You'll Achieve.
Grow client assets; Enhance client satisfaction; Achieve revenue targets
Industry & Context.
Financial analysis; Problem resolution
What They're Looking For.
Must Have
4+ years experience, Bachelor's degree
Nice to Have
CFA charterholder preferred, Master's degree preferred, Series 7, 63, or 65 license preferred
What You'll Do.
Develop comprehensive financial plans
Provide investment management services
Manage client relationships
Conduct client meetings
Collaborate with internal teams
Stay updated on market trends
Ensure compliance with regulations
How You'll Work.
Team & Collaboration
Internal teams; Client stakeholders
Communication Scope
Client presentations; Written communication
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