Wealth Planner - Client-Focused Financial Planning
Cerity-Partners
Cerity Partners is seeking a Wealth Planner in the United States to provide comprehensive wealth management strategies aligned with clients’ goals and values. You will support a Wealth Advisor, develop individualized financial plans, and help clients meet their financial objectives. Responsibilities include onboarding clients, coordinating with custodians, processing transfers, scheduling meetings, and maintaining data in Salesforce and eMoney. #J-18808-Ljbffr Cerity-Partners
Vacancy posted 2 days ago
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