Wealth Planner: Build Financial Plans & Client Partnerships
Cerity-Partners
Cerit y Partners is seeking a Wealth Planner in El Segundo, CA who will support a Wealth Advisor by developing tailored financial plans and recommendations aligned with client goals. You will participate in client meetings, manage onboarding, and ensure accurate forms and data across custodians and the CRM. The role requires a Bachelor's degree, 5+ years of financial planning experience, and Series 65 within three months. #J-18808-Ljbffr Cerity-Partners
Vacancy posted 2 days ago
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