Wealth Planner: Flexible PTO & Planning

Cerity Partners Management LLC

Pasadena, CA

JOB DETAILS
SKILLS
Certified Financial Planner (CFP), Customer Relations, Customer Relationship Management (CRM), Finance Software, Financial Planning, Onboarding, Series 65
LOCATION
Pasadena, CA
POSTED
Today

Cerity Partners seeks a Wealth Planner to support the Wealth Advisor and develop individualized financial plans aligned with client goals. You will help with onboarding, client meetings, and presenting recommendations, while maintaining CRM data and leveraging financial planning software.Requirements include a Bachelor's degree, Series 65, 4+ years in planning, and CFP pursuit or designation. Pasadena, CA on-site role with strong client-facing responsibilities and collaboration with advisory#J-18808-Ljbffr

About the Company

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Cerity Partners Management LLC