layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Wealth Planner | New College Graduate 2027
Cerity Partners
Houston, TX; Houston Office
Source: Cerity Partners careers · View original posting
- Employment
- full time
Employer job description
From Cerity Partners's posting. “We” and “our” refer to the employer.
Position Summary:
A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients’ goals and values. This colleague will support a Wealth Advisor in managing client relationships. Alongside the advisor, the wealth planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The planner will also assist with client meetings and present findings and recommendations. The Wealth Planner will also get valuable experience in client operations, understanding how the
Operations team also plays a role in delivering exceptional service to our clients.