Wealth Planner | Family Office

Job DetailsLevelExperiencedJob LocationRemote Work Arrangement - New York, NYRemote TypeHybridPosition TypeFull TimeDescriptionOverview:The Cerity Partners Family Office is seeking a driven, team-oriented Wealth Planner to support and grow with our team. In this role, you will partner with Advisors and internal specialists to help deliver family office services to UHNW individuals and families. The ideal candidate thrives in a fast-paced environment, is a self-motivated problem-solver, skilled at building trusted client relationships, and passionate about developing a long-term career in the industry.Key Responsibilities:Client Relationship Management:Exceed client expectations - providing exceptional service and fostering strong relationshipsAct as a key point of contact, proactively addressing client needs and requestsFinancial Planning & Analysis:Prepare Excel-based financial exhibits and analyses for clients and prospective clientsAssist in the development of client meeting materials and ensure follow-through on all action itemsTax & Investment Support:Track and organize tax documents and tax impact events to facilitate timely and accurate filings and paymentsBuild reports on private investments, manage capital callsdistributions, and coordinate subscriptionsReview quarterly investment portfolio performance reports and monitor client accountsCollaboration & Coordination:Liaise with clients' external advisors (attorneys, accountants, etc.) to see through collaborative initiativesCoordinate account management with internal teams (ie. transfers, trading, openings, etc.)Process & Technology:Support the implementation of new processes and technology solutionsLeverage Salesforce to document and track client activityAbout Cerity Partners Family Office:Cerity Partners Family Office offers specialized support to ultra-high-net-worth families, blending expert financial, estate, and tax management with day-to-day administrative assistance. Our team is dedicated to a personalized service approach, ensuring every client receives tailored solutions to their unique circumstances. We focus on building enduring relationships through professionalism and integrity, simplifying wealth management to provide peace of mind for our clients and their legacies.QualificationsSkills & Attributes:Highly organized, detail-oriented multitasker who thrives in a fast-paced environmentDedicated to providing exceptional client experiences and upholding the highest standards of confidentialityEntrepreneurial mindset, proactively identify needs and solutionsStrong team player, embodies a "We" mentalityAdept problem-solver and independently resourcefulExcellent verbal and written communication skills in a professional contextTechnical Proficiency:Advanced Excel abilities; strong working knowledge of Microsoft Office suiteExperience with CRM platforms (Salesforce preferred) and WealthTech tools (Addepar is a plus)Experience & Education:1-5 years of experience in wealth management (Family OfficeMFO is a plus)Bachelor's degree required; preferably in Finance, Economics, or a related fieldSeries 65 license, or ability to obtain within three months of hire

Created: 2025-02-19