Wealth Planner - Family Office

Overview:

The Cerity Partners Family office is seeking a self-motivated and team-oriented Wealth Planner to support and grow with our team.  As a Wealth Planner, you will partner with Advisors and internal experts to help support our highest-tier clients.  The ideal candidate has direct wealth management experience, the ability to nurture trusted relationships with high-net-worth clients, and a desire to build a career in this field.

Primary Responsibilities:

• Go above and beyond to exceed client expectations and develop strong relationships
• Build Excel-based financial exhibits and analyses for client meetings
• Assist in the preparation of materials for client meetings and the execution of all action items resulting from meetings
• Facilitate accurate and timely tax filings/payments through diligent tracking and gathering of all relevant tax documents throughout the year
• Assist with subscriptions, capital calls/distributions, and reporting for Private Investments
• Review quarterly investment portfolio performance reports for accuracy
• Interact with clients’ external advisors (lawyers, accountants, etc.) to provide and request information
• Coordinate with internal teams to facilitate account transfers, trading, and oversight
• Help in the implementation of new processes and internal technology initiatives
• Leverage Salesforce to thoroughly document client activity and ensure all deadlines are met
• Proactively understand and address novel challenges and client requests

Qualifications:

• Ability to thrive in a fast-paced environment – multitasking while remaining highly organized
• Dedication to providing exceptional client experience and maintaining an extremely high level of confidentiality
• Entrepreneurial mindset, proactively identify needs and solutions
• Resourceful self-starter that enjoys tackling new challenges
• Ability to work and support others in a small team
• Professional verbal and written communication skills
• Strong working knowledge of Microsoft Office products; advanced Excel experience a must
• Experience working with a CRM (Salesforce preferred) and WealthTech platforms (Addepar a plus)
• 1-5 years of experience in wealth management, ideally in a family office
• Bachelor’s degree required, preferably in Finance or Economics
• Series 65, or ability to obtain within 3 months of start

About Cerity Partners Family Office:

Cerity Partners Family Office offers specialized support to ultra-high-net-worth families, blending expert financial, estate, and tax management with day-to-day administrative assistance. Our team is dedicated to a personalized service approach, ensuring every client receives tailored solutions to their unique circumstances. We focus on building enduring relationships through professionalism and integrity, simplifying wealth management to provide peace of mind for our clients and their legacies.