reqspace
Start free trial →
C
Cerity Partners

Associate Wealth Planner - June 2026

Midlandonsitejunior

Posted 3mo ago · via Workday

See if I'm a fit →Tailor my resume for this role →Apply on Workday ↗

About this role

The Associate Wealth Planner is a junior advisor/support position that provides technical support for all Financial Advisors. Responsibilities include data gathering, modeling, case design, scenario building, plan development, presentation development, etc. The Associate may participate in client meetings but not in an advice capacity. In addition, this position has no decision-making authority on client matters. Associates may also participate in developing investment and financial planning strategy decisions as part of the team’s internal initiatives.…

Read the full description on Cerity Partners's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: salesforce

2

Level fit

This role is junior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Midland. We weight your proximity and willingness to relocate.

Score yourself on this role.
Free · no card · written explanation included
See if I'm a fit →

Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

salesforce

More at Cerity Partners

See all open jobs at Cerity Partners →