Wealth Planner: Build Custom Financial Plans & Client Experience
$70k - $75kCerity Partners
Cerity Partners LLC is looking for a Wealth Planner in Los Altos, California. This position involves providing comprehensive wealth management strategies and supporting a Wealth Advisor in managing client relationships. The Wealth Planner will assist with client meetings, analyze financial data, develop individualized financial plans, and ensure an outstanding client experience. A Bachelor's degree and obtaining Series 65 within three months of hire are required. Compensation is competitive between $70,000 and $75,000, with benefits including health insurance, flexible PTO, and a 401(k) plan. #J-18808-Ljbffr
Vacancy posted 1 day ago
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