Job Description
Principal | Wealth Planner Job Details Level Experienced Job Location Midland office - Midland, TX Position Type Full Time Education Level 4-year degree or above Job Shift Any Job Category Finance
Do you have a passion for using your financial planning skills to impact lives? Are you motivated when you can help clients reach their goals? Do you like the challenge of solving the puzzle that can be a client's complex financial picture? Do you have a strong knowledge base that will allow you to explain simple and complex financial solutions to a client? If you answered yes to the questions above, we would like to speak with you about being a Wealth Planner on our team.
A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients' goals and values. This colleague will support a Wealth Advisor in managing client relationships.
Primary Responsibilities:
Build strong, long-term client relationships. You will work with clients to analyze their current financial health, help set short/long-term financial goals, and design a realistic plan of action. You will proactively provide the following:
Financial modeling
Client investment management
Income tax planning while working with the client's tax preparer
Estate planning solutions and document summaries while working with client's estate attorney
Coordination of client meetings including materials, agenda, and post-meeting action item follow-up
Answers to clients’ questions with superior service front-of-mind, always
Provide comprehensive financial advice: You will determine what level of financial plan and support is needed for each client and adjust their level of service accordingly
Communicate: You must be a superior, proactive communicator who can adjust your message and style to the needs of our clients. You must have a disciplined approach to client follow-up
Brand Ambassador: Enthusiastically advocate the values, ethics, and unique approach our company takes to personal financial planning
Business Development: You will have the opportunity to close new clients using existing channels within Cerity Partners and to source new business using your own network
Data Management: You must maintain all data in Salesforce and follow designated workflows and compliance procedures
Other duties as assigned
Ideal Candidate Profile:
Bachelor's degree
Completion of CFP® or CFA designation– CPA, JD, CHFC, or another approved advanced designation/degree
5 years financial planning, estate planning and/or tax planning/preparation experience
Demonstrate strong and effective leadership skills through clear communication and collaboration with others
Strong interpersonal and networking skills with both external clients and internal collaboration
Working knowledge of e-Money, Orion, Eclipse, Salesforce, PowerPoint, Word, Excel, Outlook a strong plus
Ability to listen and empathize with clients, spot, and analyze issues, and simplify/explain financial concepts to provide solutions
Strong attention to detail, 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 independently engage, implement, and manage financial planning and investment process including all analysis without direct oversight
Strategic thinking and a natural talent for networking, relationship management, client service, and investment knowledge
Must accept and thrive in a fast-paced, changing environment
Ability to build and maintain relationships with potential and current clients
Collaborate with colleagues to present to prospective clients and centers of influence
Business development experience a plus
Tenacious about doing what is right for the client – always
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
