{"id":3315678,"url":"https://alion.io/job/cerity-partners-wealth-planner-5","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":"A","score":92,"open_postings":3,"ghost_share":0,"stale_share":0.333,"repost_share":0,"time_to_fill_p50_days":41,"computed_at":"2026-11-02T06:13:15Z"}},"role":"Operations","role_family":"Operations","seniority":"junior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Albany, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":95000,"max":110000,"currency":"USD","period":"year","gross":null,"usd_annual":110000},"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-10-26T00:00:00Z","employer_posted_date":"2026-10-26","last_verified_at":"2026-11-02T06:46:31Z","board_verified":true,"closed_at":null,"days_open":7,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":7},"description":"Position Summary:\nCerity Partners is one of the fastest-growing independent wealth management firms in the country, and our Albany family office practice sits at the center of that growth story. As a Wealth Planner on this team, you'll be a trusted partner to some of the most complex, multi-generational families in the region - working alongside senior advisors who are among the best in the business. You'll get rare, hands-on exposure to the full spectrum of family office services - financial planning, tax strategy, investment analysis, trust and estate coordination, and direct client relationships - all within a firm that combines the resources of a national platform with the intimacy and ownership culture of a boutique. At Cerity Partners, we believe great advisors are developed, not hired fully formed, and for candidates pursuing their CFP, CPA, or other credentials, this environment is purpose-built to help you get there. You'll be mentored by experienced practitioners, supported by a collaborative team with a \"we over me\" mentality, and empowered to take real ownership of your work from day one. If you're a self-starter energized by complexity who wants to build a career at the intersection of financial planning and family office advisory - this is your seat at the table.\nPrimary Responsibilities:\nClient Service & Relationship Management\nProvide exceptional, personalized service fostering trusted client relationships\nDiligently track and organize client requests, ensuring all deliverables and deadlines are met\nMaintain a high level of confidentiality and professionalism\nSupport the holistic needs of UHNW families across multiple generations and entities\nOperations & Coordination\nProcess account openings, funding, electronic check deposits, money movements, and custodial paperwork across multiple family accounts\nCoordinate with clients' external advisors to track and organize all pertinent documents and information\nAssist in the preparation of client meeting materials and ensure follow-through\nManage client communications with exceptional organizational precision\nTechnology & Process Management\nManage and update the firm's CRM, ensuring data accuracy and proper follow-up\nLearn and utilize wealth management platforms for portfolio management, performance reporting, and billing\nSupport the implementation of new processes and technology solutions\nFinancial Planning & Technical Support\nProvide comprehensive personal financial planning, investment planning, and tax services to high-net-worth individuals\nPrepare customized financial exhibits, including asset allocation, retirement planning, education funding, insurance, and estate planning analyses\nPrepare tax projections as well as income tax returns\nCollaborate with internal specialists on financial statement/performance reporting, tax, and planning projects\nSupport complex family office structures, including trusts, foundations, and multi-entity reporting\nRequired Credentials:\nBachelor’s degree in accounting, finance, economics, or related field\n2 - 5 years of experience in wealth management, financial planning, accounting, tax preparation, or working in a family office environment\nPrior family office experience strongly preferred (but not required)\nSeries 65 (to be obtained within three months of hire date) \nTechnical Skills:\nStrong working knowledge of Microsoft Office suite, particularly Excel\nExperience with CRM platforms (Salesforce preferred)\nTax and accounting experience preferred, though not required. \nAbility to quickly learn new technologies and systems\nUnderstanding of family office structures, trust administration, and multi-generational wealth management is a plus\nCore Competencies:\nExceptional organizational skills - ability to manage multiple priorities, high email volume, detailed notes, and numerous moving pieces simultaneously\nSelf-starter with entrepreneurial mindset - proactively identify needs and solutions, take ownership of work in the intimate, service-intensive family office setting\nDetail-oriented multitasker who thrives in a fast-paced environment\nStrong team player with a \"We\" mentality\nIndependently resourceful and inquisitive\nExcellent written and verbal communication skills in a professional context\nEnthusiastic and positive approach to problem-solving and client service\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$95,000 - $110,000/year\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. 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