Wealth Planner
New York Cityhybrid$110K – $120K
Posted 1w ago · via Workday
About this role
Position Summary: 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. Alongside the Wealth Advisor, the Wealth Planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The Wealth Planner will also assist with client meetings and present findings and recommendations. Primary Responsibilities: Onboarding of new clients: collect new client information, and work with each new client to ensure accurate completion of PCA and appropriate forms from custodian. Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.…
Read the full description on Cerity Partners Management's site →
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: salesforce
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in New York City. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
salesforce