Wealth Planner

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:
• $85,000 - $105,000
• 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 enviro

Benefits

Additional Information

Position Summary: Cerity 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, including: Financial planning Tax strategy Investment analysis Trust and estate coordination Direct client relationships At Cerity Partners, we believe great advisors are developed, not hired fully formed. For candidates holding or 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. You'll thrive here if you are: A self-starter who is energized by complexity Passionate about building a career at the intersection of financial planning and family office advisory Actively pursuing or planning to pursue a professional credential (CFP, CPA, or similar) Someone who thrives in a culture that combines the resources of a national platform with the intimacy and ownership culture of a boutique

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