Job Details

Do you aspire to a career in wealth management, providing holistic investment and planning services? Would you value working for a collaborative team that puts clients first? Do you want to impact the financial lives of people for the better? If yes, we believe you would be an outstanding fit as an Associate on our Wealth Management team.

Primary Responsibilities:

As a Paraplanner Associate, your responsibilities would include supporting a team with the following activities:

• Client service, including planning updates, portfolio changes and reviews, information data gathering, implementation of recommendations, correspondence and reporting
• Client asset management, including coordination of complete financial planning and wealth management (analysis, estate planning, tax strategies for assets under management, and portfolio management)
• Team meetings, operations support, and special projects as needed
• Prepare new account applications and supporting documents, including e-signature envelopes through Docu-Sign; Create, review, submit, and monitor all signed custodial documents; Update and coordinate with client teams through setup and transfer processes; Review client transactions and activities; Manage all custodian alerts, promptly and accurately work to resolve account issues.
• Assist Wealth Advisors with on-boarding of new clients: customize our standard contract with new client information, obtain all appropriate forms from custodian and work with each new client to ensure accurate completion, and coordinate submission with the custodian for processing
• Serve as on-going liaison between advisors and custodians, managing account openings and maintenance paperwork
• Other duties as assigned

Ideal Candidate Profile:

• Self-confidence, personal integrity and an understanding of fiduciary responsibility
• A team player, with strong leadership skills and ability to multitask and manage time effectively
• Bachelors degree from an accredited college or university; demonstrated desire or progress towards a paraplanner certification a plus.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as client relationship management (CRM) and portfolio management (PM) software
• Excellent communication and listening skills
• Desire/ability to work successfully in a small company environment
• Detail-oriented focus and professional demeanor
• Proven record of successful remote work efficiency with limited supervision

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

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