Onsite Nashville Senior Wealth Planner | Flexible PTO
Cerity Partners
Cerity Partners is seeking a Senior Wealth Planner to support Wealth Advisors in delivering comprehensive planning and client service in Nashville. The role focuses on planning development, client meetings, and tailored recommendations aligned with client goals. The position requires 5+ years in financial planning, Series 65 (or progress to pass), and CFP candidacy; strong communication and CRM/eMoney proficiency are essential. Onsite collaboration with a dynamic advisory team is expected. #J-18808-Ljbffr Cerity Partners
Vacancy posted 1 day ago
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