{"id":2517878,"url":"https://alion.io/job/cerity-partners-wealth-planner-4","title":"Wealth Planner","company":{"id":707444,"name":"Cerity Partners","domain":"ceritypartners.com","url":"https://alion.io/company/cerity-partners","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":81,"open_postings":4,"ghost_share":0,"stale_share":0.75,"repost_share":0,"time_to_fill_p50_days":29,"computed_at":"2026-10-15T05:46:00Z"}},"role":"Operations","role_family":"Operations","seniority":null,"employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":85000,"max":100000,"currency":"USD","period":"year","gross":null,"usd_annual":100000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-13T00:00:00Z","employer_posted_date":"2026-10-13","last_verified_at":"2026-10-14T23:23:22Z","board_verified":true,"closed_at":null,"days_open":2,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":2},"description":"Position Summary:\nA Wealth Planner will provide comprehensive wealth management strategies consistent with our clients’ goals and values. This colleague will support a team of Wealth Advisors in managing client relationships. Alongside the advisors, the wealth planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The planner may also assist with client meetings and present findings and recommendations.\nPrimary Responsibilities:\nCollaborate with Wealth Advisors to develop and complete comprehensive financial plans for our clients. This may involve:Reaching out to the clients to gather data\nReviewing information and inputting details into financial planning software and CRM systems\nEvaluating data and providing insights/thoughts/questions to Wealth Advisors\nCreate and develop scenarios/recommendations for Wealth Advisors to review\nSupporting Wealth Advisors to implement recommendations\nKeep track of reminders and follow-ups from client discussions\nTrack the team’s financial planning and business development metrics.\n\nProactively interact with clients and assist in creating an outstanding client experience. \nReceive client calls and resolve questions/issues as needed. \nAnalyze and input client data into financial planning software.\nPreparing review material for client meetings.\nConduct independent research and build financial plans for prospective clients.\nOrganize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney).\nOngoing maintenance and quality control of CRM. \nAssist in implementing financial planning marketing content\nOther duties as assigned\nRequired Credentials:\nBachelor’s degree \n3-5 years financial planning, estate planning and/or tax planning/ preparation experience \nProgress towards or completion of the CFP®\nDemonstrated experience using AI tools in a professional context\nSkills & Competencies:\nAbility to speak with clients independently \nAbility to develop wealth planning and investment recommendations and present to clients when applicable \nWorking knowledge of e-Money, Salesforce a strong plus. \nExceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required. \nMust accept and thrive in a fast-paced, changing environment. \nAbility to build and maintain relationships with potential and current clients. \nTenacious about doing what is right for the client - always. \nPhysical Requirements:\nProlonged periods sitting at a desk and working on a computer. \nMust be able to lift up to 15 pounds at times. \nCompensation:\n$85,000 - $100,000\nWhy Cerity Partners:\nOur 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:\nHealth, dental, and vision insurance - day 1!\n401(k) savings and investment plan options with 4% match\nFlexible PTO policy\nParental Leave\nFinancial assistance for advanced education and professional designations\nOpportunity to give back time to local communities\nCommuter benefits\nCerity 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.\nCerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to  must be authorized to work for any employer in the U.S.","description_format":"text","description_chars":3931,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Parental leave","Vision insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-14T10:15:03Z"}],"visa":[],"liveness":{"score":90,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.903,"p_room":1,"age_days":2,"expected_fill_days":29,"reasons":["conf:6","velocity","win:early"],"computed_at":"2026-10-15T05:46:00Z"},"pay":{"stated_usd_annual":100000,"is_top_pay":false},"html_url":"https://alion.io/job/cerity-partners-wealth-planner-4","json_url":"https://alion.io/job/cerity-partners-wealth-planner-4.json","meta":{"generated_at":"2026-10-15T09:41:07Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"assistant_verified","counted_by":"address","units_charged":1,"used_today":1791,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-16T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":707444},"rest":"https://alion.io/mcp/rest/get_company?id=707444"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcerity-partners-wealth-planner-4"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcerity-partners-wealth-planner-4"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcerity-partners-wealth-planner-4"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/cerity-partners-wealth-planner-4\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcerity-partners-wealth-planner-4"}]}