Wealth Planner
Albany Officehybrid$95K – $110K
Posted 4 days ago · via Workday
About this role
Position Summary: Cerity Partners is one of the fastest-growing independent wealth management firms in the country, and our Albany family office practice sits at the center of that growth story. As a Wealth Planner on this team, you'll be a trusted partner to some of the most complex, multi-generational families in the region — working alongside senior advisors who are among the best in the business. You'll get rare, hands-on exposure to the full spectrum of family office services — financial planning, tax strategy, investment analysis, trust and estate coordination, and direct client relationships — all within a firm that combines the resources of a national platform with the intimacy and ownership culture of a boutique.…
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
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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 Albany Office. We weight your proximity and willingness to relocate.
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