Wealth Planner

Family Office Client Service Professional Key Responsibilities: Client Service & Relationship Management Provide exceptional, personalized service fostering trusted client relationships Diligently track and organize client requests, ensuring all deliverables and deadlines are met Maintain a high level of confidentiality and professionalism Support the holistic needs of UHNW families across multiple generations and entities Operations & Coordination Process account openings, funding, electronic check deposits, money movements, and custodial paperwork across multiple family accounts Coordinate with clients' external advisors to track and organize all pertinent documents and information Assist in the preparation of client meeting materials and ensure follow-through Manage client communications with exceptional organizational precision Technology & Process Management Manage and update the firm's CRM, ensuring data accuracy and proper follow-up Learn and utilize wealth management platforms for portfolio management, performance reporting, and billing Support the implementation of new processes and technology solutions Financial Planning & Technical Support Provide comprehensive personal financial planning, investment planning, and tax services to high-net-worth individuals Prepare customized financial exhibits, including asset allocation, retirement planning, education funding, insurance, and estate planning analyses Prepare tax projections as well as income tax returns Collaborate with internal specialists on financial statement/performance reporting, tax, and planning projects Support complex family office structures, including trusts, foundations, and multi-entity reporting Required Qualifications: 2-4 years of experience in wealth management, financial planning, accounting, tax preparation, or working in a family office environment Bachelor's degree in accounting, finance, economics, or related field Prior family office experience strongly preferred (but not required) Technical Skills: Strong working knowledge of Microsoft Office suite, particularly Excel Experience with CRM platforms (Salesforce preferred) Tax and accounting experience preferred, though not required. Ability to quickly learn new technologies and systems Understanding of family office structures, trust administration, and multi-generational wealth management is a plus Core Competencies: Exceptional organizational skills ability to manage multiple priorities, high email volume, detailed notes, and numerous moving pieces simultaneously Self-starter with entrepreneurial mindset proactively identify needs and solutions, take ownership of work in the intimate, service-intensive family office setting Detail-oriented multitasker who thrives in a fast-paced environment Strong team player with a "We" mentality Independently resourceful and inquisitive Excellent written and verbal communication skills in a professional context Enthusiastic and positive approach to problem-solving and client service Compensation Range: $75,000 - $95,000 Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: Health, dental, and vision insurance day 1! 401(k) savings and investment plan options with 4% match Flexible PTO policy Parental Leave Financial assistance for advanced education and professional designations Opportunity to give back time to local communities Commuter benefits Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.