Wealth Planner
Cerity Partners Management is hiring for Wealth Planner in Indianapolis Office. Mid level, $65k a year stated. First seen November 10, 2026; open as of November 13, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- Cerity Partners Management
- Where
- Indianapolis Office
- Level
- Mid
- Pay stated
- $65k a year
- First seen
- November 10, 2026
- Listed via
- Workday
What the posting says
Primary Responsibilities: - Assist advisory team with onboarding of new clients: customize our standard contract with new client information, obtain all appropriate forms from custodian, and work with each new client to ensure accurate completion. Coordinate submission with the custodian for processing. - Responsible for cash transfers, wires, data maintenance, reporting and trading as needed. - Processing account openings, depositing electronic checks, moving money, and processing tasks with custodians. - Proactively interact with clients and assist in creating an outstanding client…
Read more and apply on Cerity Partners Management's site
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