Cerity Partners
Associate | Wealth Planner (Summer 2025)
Cerity Partners, Chicago, Illinois, United States, 60290
Job Details
LevelEntry
Job LocationChicago Office - Chicago, IL
Position TypeFull Time
Education Level4-year degree or above
Job CategoryAutomotive
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.
We are excited to invite you to join us as part of the team at our Chicago location and join our 2nd annual Cerity Partners University class.
What is Cerity Partners University?
Cerity Partners University (CPU) focuses on the growth and development of newly hired colleagues, which takes place in our dedicated training space 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 you to test for the Series 65. Training will begin in July and last for four weeks with all travel and expenses covered by the firm. After training you will return to your local office to start your wealth management journey and make your mark!
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 assignedRequired Credentials:
Bachelor's degreeSeries 65 (to be obtained within three months of hire date)0-2+ years financial planning, estate planning and/or tax planning/ preparation experiencePursuing or has attained a CFP®Skills & Competencies:
Ability to talk to clients independentlyAbility to train and mentor Client Service AssociatesAbility to develop wealth planning and investment recommendations and present to clients when applicableWorking 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.Must be able to lift up to 15 pounds at times.Additional Requirements:
Travel will be required for in person paid training in our Louisville, KY officeTraining will begin in July and last for 4 weeksTop Benefits & Rewards:
Benefits : Health, Dental & Vision Insurance, Flexible spending accounts, Health Savings accounts, 401k savings & investment planEducation and Professional Certifications Reimbursement : Cerity Partners will reimburse colleagues up to $10,000 per year for pre-approved degrees and certifications subject to a lifetime maximum of $30,000 and various other conditions. Eligible for full time colleagues after 90 days of continous active service.Flexible Paid Time offCompany 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
LevelEntry
Job LocationChicago Office - Chicago, IL
Position TypeFull Time
Education Level4-year degree or above
Job CategoryAutomotive
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.
We are excited to invite you to join us as part of the team at our Chicago location and join our 2nd annual Cerity Partners University class.
What is Cerity Partners University?
Cerity Partners University (CPU) focuses on the growth and development of newly hired colleagues, which takes place in our dedicated training space 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 you to test for the Series 65. Training will begin in July and last for four weeks with all travel and expenses covered by the firm. After training you will return to your local office to start your wealth management journey and make your mark!
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 assignedRequired Credentials:
Bachelor's degreeSeries 65 (to be obtained within three months of hire date)0-2+ years financial planning, estate planning and/or tax planning/ preparation experiencePursuing or has attained a CFP®Skills & Competencies:
Ability to talk to clients independentlyAbility to train and mentor Client Service AssociatesAbility to develop wealth planning and investment recommendations and present to clients when applicableWorking 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.Must be able to lift up to 15 pounds at times.Additional Requirements:
Travel will be required for in person paid training in our Louisville, KY officeTraining will begin in July and last for 4 weeksTop Benefits & Rewards:
Benefits : Health, Dental & Vision Insurance, Flexible spending accounts, Health Savings accounts, 401k savings & investment planEducation and Professional Certifications Reimbursement : Cerity Partners will reimburse colleagues up to $10,000 per year for pre-approved degrees and certifications subject to a lifetime maximum of $30,000 and various other conditions. Eligible for full time colleagues after 90 days of continous active service.Flexible Paid Time offCompany 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