Wealth Planner: Client-Focused Financial Planning Pro

Cerity Partners in New York seeks a Wealth Planner to provide comprehensive wealth management strategies and support a Wealth Advisor in managing client relationships. You will develop individualized financial plans and present recommendations to help clients meet their financial goals while assisting with client meetings. You will use Salesforce and eMoney, coordinate with custodians, and contribute to a high-quality client experience. #J-18808-Ljbffr Cerity Partners