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About the Role
Cerity Partners is seeking passionate students for new college graduate opportunities in wealth management. This role involves providing comprehensive wealth management strategies, supporting client relationships, developing financial plans, and assisting with client meetings.
Responsibilities
- Assist advisory team with onboarding of new clients, including customizing contracts and coordinating with custodians.
- Process cash transfers, wires, data maintenance, reporting, and trading.
- Handle account openings, electronic check deposits, money movement, and custodian tasks.
- Proactively interact with clients to ensure an outstanding client experience.
- Schedule client meetings.
- Receive client calls and resolve questions or issues.
- Analyze and input client data into financial planning software.
- Assist with the timely completion and submission of client transaction requests.
- Prepare 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) and utilize financial planning software (eMoney).
- Perform ongoing maintenance and quality control of the CRM.
- Perform other duties as assigned.
Requirements
- Bachelor's degree
- Series 65 (to be obtained within three months of hire date)
- 0-2+ years financial planning, estate planning and/or tax planning/preparation experience
Skills
- 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
- Working knowledge of e-Money
- Working knowledge of Salesforce
- Exceptional problem-solving skills
- Ability to organize and prioritize work to meet deadlines proactively with little supervision
- Ability to 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
Location
- Albany, NY
- Austin, TX
- Baltimore, MD
- Houston, TX
- Indianapolis, IN
- Louisville, KY
- New York City, NY
- San Francisco, CA
- San Jose, CA
- Santa Barbara, CA
Work Type
- Full-time
- Onsite
Experience Level
- 0-2+ years
Education Level
- Bachelor's degree
Benefits
- Health, dental, and vision insurance – day 1!
- 401(k) savings and investment plan options with 4% match
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
- Commuter benefits
About the Company
- Cerity Partners is a Barron's top 100 RIA firm and one of the fastest growing in the nation.
- We are seeking passionate students to join our collaborative community of financial professionals.
- We offer opportunities to grow alongside experienced professionals who value integrity, innovation, and service to others.
- Cerity Partners University (CPU) focuses on the growth and development of newly hired colleagues with a four-week in-person training in Louisville, KY, covering client work basics, the Cerity Partners Way, and preparation for the Series 65 exam. All travel and expenses are covered by the firm.
Equal Opportunity
- Cerity Partners is committed to providing an environment where all individuals can be their authentic selves.
- We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues.
- We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
- Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs.
- Applicants must be authorized to work for any employer in the U.S.