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.

We are excited to invite you to join us as part of the Indianapolis office and join our 4th annual Cerity Partners University class.

Wealth Planner | New College Graduate 2027

Employer job description

Position Summary:

Primary Responsibilities:

Required Qualifications:

Preferred Qualifications:

Compensation:

Why Cerity Partners:

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