Cerity Partners
Associate Wealth Planner — Client-Focused Wealth Strategy
Cerity Partners, Los Angeles, California, United States, 90079
A leading financial advisory firm in Los Angeles is seeking an Associate Wealth Planner to support Wealth Advisors in managing client relationships. This role involves developing individualized financial plans, conducting research on investment securities, and assisting with client meetings. The ideal candidate will have a Bachelor's degree and 0-3 years of experience in financial planning. Compensation ranges from $70,000 to $105,000, with a comprehensive benefits package including health insurance and a 401(k) plan.
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