Cerity Partners seeks a Wealth Planner to support the Wealth Advisor and develop individualized financial plans aligned with client goals. You will help with onboarding, client meetings, and presenting recommendations, while maintaining CRM data and leveraging financial planning software.Requirements include a Bachelor's degree, Series 65, 4+ years in planning, and CFP pursuit or designation. Pasadena, CA on-site role with strong client-facing responsibilities and collaboration with advisory#J-18808-Ljbffr
| Location | Pasadena, CA |