Senior Wealth Planner
Cerity Partners
Cerity Partners is seeking a Wealth Planner to support a Wealth Advisor in delivering comprehensive wealth management strategies aligned with clients’ goals. The role involves developing individualized financial plans, presenting recommendations, and supporting client meetings. Responsibilities include onboarding, data input, and preparing client reports, with emphasis on client experience and accurate transaction processing. CFP pursuit and Series 65 are valued credentials. #J-18808-Ljbffr Cerity Partners
Vacancy posted 2 days ago
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