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Form of workDo you want to impact the financial lives of people for the better? Do you aspire to a career in Wealth Management, providing holistic advice including tax, planning, and investment services? Would you value working for a collaborative team that puts clients first? If yes, we believe you would be an outstanding fit as an Associate on our Wealth Management team. If yes, you could be an outstanding fit as an Associate on our Wealth Management team and become part of our inaugural Cerity Partners University class.
What is Cerity Partners University?
Looking to learn more about Wealth Management outside of an educational setting? Cerity Partners University (CPU) is the perfect program for you! CPU focuses on the growth and development of newly hired Wealth Management Associate’s, 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 June and last for six 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:
As an Associate your responsibilities would include supporting a client-facing team with the following activities:
- Assist Wealth Management advisors with on-boarding 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, and coordinate submission with the custodian for processing
- Serve as on-going liaison between advisors and custodian, managing account openings and maintenance paperwork
- Support advisors by organizing and preparing needed meeting and marketing materials, quarterly reporting and other client mailings
- Organize and maintain client files and all key custodian documents
- Provide assistance with “practice management” related data gathering, tracking and reporting
- Proactively interact with clients and assist in creating a spectacular client experience
- Assist with the timely completion and submission of all client related transaction requests
- Manage and administer the quarterly client reporting process
- Organize and maintain the CRM system (Salesforce), reporting, and filing systems
- Analyze client’s current financial health, help set short/long-term financial goals, and design a realistic plan of action for clients
- Prepare and deliver financial plans using e-Money and other tools
- Enthusiastically advocate the values, ethics, and unique approach our company takes to personal finance and financial planning
- Other duties as assigned
Ideal Candidate Profile:
- Bachelor’s degree required
- 0-2 years experience in financial services preferred, but not required
- Team player who welcomes feedback with the goal of continuous improvement
- Detail-oriented with strong verbal and written communication skills, professional presentation, and organizational skills
- Attitude that no task is too small and a willingness to do whatever tasks are necessary to make sure that the work is done on time
- Proficiency in technology/applications a must – experience with Addepar, eMoney, Salesforce and Excel preferred
Additional Requirements:
- Travel will be required for in Person paid training in our Louisville, KY office
- Training will begin in June and last for 6 weeks
Company 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 experience
- You value the collaboration of insightful, experienced colleagues to deliver our services
- You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills
