Wealth Planner - Family Office

Key Responsibilities:

Client Relationship Management:

• Exceed client expectations – providing exceptional service and fostering strong relationships
• Act as a key point of contact, proactively addressing client needs and requests

Financial Planning & Analysis:

• Prepare Excel-based financial exhibits and analyses for clients and prospective clients
• Assist in the development of client meeting materials and ensure follow-through on all action items

Tax & Investment Support:

• Track and organize tax documents and tax impact events to facilitate timely and accurate filings and payments
• Build reports on private investments, manage capital calls/distributions, and coordinate subscriptions
• Review quarterly investment portfolio performance reports and monitor client accounts

Collaboration & Coordination:

• Liaise with clients’ external advisors (attorneys, accountants, etc.) to see through collaborative initiatives
• Coordinate account management with internal teams (ie. transfers, trading, openings, etc.)

Process & Technology:

• Support the implementation of new processes and technology solutions
• Leverage Salesforce to document and track client activity

Qualifications:

Skills & Attributes:

• Highly organized, detail-oriented multitasker who thrives in a fast-paced environment
• Dedicated to providing exceptional client experiences and upholding the highest standards of confidentiality
• Entrepreneurial mindset, proactively identify needs and solutions
• Strong team player, embodies a “We” mentality
• Adept problem-solver and independently resourceful
• Excellent verbal and written communication skills in a professional context

Technical Proficiency:

• Advanced Excel abilities; strong working knowledge of Microsoft Office suite
• Experience with CRM platforms (Salesforce preferred) and WealthTech tools (Addepar is a plus)

Experience & Education:

• 1-5 years of experience in wealth management (Family Office/MFO is a plus)
• Bachelor’s degree required; preferably in Finance, Economics, or a related field
• Series 65 license, or ability to obtain within three months of hire

About 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.

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. 

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.