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Remote FP Operations Specialist, eMoney Expert

$90k

Cerity Partners

Cerity Partners LLC is seeking a Financial Planning Operations Analyst to join their remote team in New York City. The role demands a motivated individual with a background in financial planning and wealth management, focusing on eMoney software. Your key responsibilities will include becoming a super-user of eMoney, providing training to users, and supporting advisor teams in troubleshooting issues. Candidates should possess a bachelor’s degree and a minimum of five years of relevant experience. The compensation for this role is set at $90,000, accompanied by an array of benefits including health coverage starting from day one, a flexible PTO policy, and a 401(k) plan with a 4% match. #J-18808-Ljbffr

Vacancy posted 1 day ago
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