Cerity Partners
Associate | Wealth Planner
Cerity Partners, Midland, Texas, United States, 79709
Job Details
LevelEntry
Job LocationMidland office - Midland, TX
Position TypeFull Time
Education Level4-year degree or above
Job CategoryFinance
Do you have a passion for using your financial planning skills to impact lives? Are you motivated when you can help clients reach their goals? Do you like the challenge of solving the puzzle that can be a client's complex financial picture? If you answered yes to any of the questions above, we would like to speak with you about being an Associate Wealth Planner for our Midland location.
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.
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.Perform research on stocks, bonds, and other securities, utilizing various investment software including Bloomberg, YCharts, HiddenLevers, etc.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.Required Credentials:
Bachelor's degreeSeries 65 (to be obtained within three months of hire date)Pursuing or has attained a CFP® or approved advanced degree3+ years of financial planning, estate planning and/or tax planning/ preparation experienceSkills & Competencies:
Proficiency in all CSA functions, plus:
Ability to talk to clients independentlyAbility to train and mentor CSAsAbility 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.Physical Requirements:
Prolonged periods sitting at a desk and working on a computer.Company Overview:
Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:
You understand the need to provide a world-class client experienceYou value the collaboration of insightful, experienced colleagues to deliver our servicesYou demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills
This position is located at former FJY Financial offices. FJY Financial has merged with Cerity Partners. Together, our firm is stronger than ever.
#LI-JC1
LevelEntry
Job LocationMidland office - Midland, TX
Position TypeFull Time
Education Level4-year degree or above
Job CategoryFinance
Do you have a passion for using your financial planning skills to impact lives? Are you motivated when you can help clients reach their goals? Do you like the challenge of solving the puzzle that can be a client's complex financial picture? If you answered yes to any of the questions above, we would like to speak with you about being an Associate Wealth Planner for our Midland location.
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.
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.Perform research on stocks, bonds, and other securities, utilizing various investment software including Bloomberg, YCharts, HiddenLevers, etc.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.Required Credentials:
Bachelor's degreeSeries 65 (to be obtained within three months of hire date)Pursuing or has attained a CFP® or approved advanced degree3+ years of financial planning, estate planning and/or tax planning/ preparation experienceSkills & Competencies:
Proficiency in all CSA functions, plus:
Ability to talk to clients independentlyAbility to train and mentor CSAsAbility 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.Physical Requirements:
Prolonged periods sitting at a desk and working on a computer.Company Overview:
Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:
You understand the need to provide a world-class client experienceYou value the collaboration of insightful, experienced colleagues to deliver our servicesYou demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills
This position is located at former FJY Financial offices. FJY Financial has merged with Cerity Partners. Together, our firm is stronger than ever.
#LI-JC1