Wealth Planner — Client Strategy & Planning; Hybrid
Job in
Cleveland, Cuyahoga County, Ohio, 44101, USA
Listed on 2026-03-01
Listing for:
Cerity Partners LLC
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A leading financial advisory firm in Cleveland, OH, is seeking an Associate Wealth Planner to assist with comprehensive wealth management strategies. This role will support a Wealth Advisor in managing client relationships independently and requires demonstrated skills in investment strategies and client communication. The ideal candidate will have at least a Bachelor's degree, a Series 65 certification, and be committed to a goal of obtaining CFP or CFA designation.
The firm offers a competitive salary range and a hybrid work environment.
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