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 San Jose, CA team and join our 4th annual Cerity Partners University class. What is Cerity Partners University? Cerity Partners University (CPU) focuses on the growth and …
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