Associate | Wealth Planner

**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. 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. Other duties as assigned **Required Qualifications:** 0-2+ years financial planning, estate planning and/or tax planning/ preparation experience**Preferred Qualifications:** **Skills and 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. Ability to build and maintain relationships with potential and current clients. **Physical Requirements:** **Compensation Range:** Health, dental, and vision insurance – day 1! Financial assistance for advanced education and professional designationsCommuter benefits Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set.Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight.

At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth.

We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation.

The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs. #J-18808-Ljbffr