Qureos Mentor

Cerity Partners

<div>Primary Responsibilities:
<ul><li>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.
</li><li>Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.
</li><li>Processing account openings, depositing electronic checks, moving money, and processing tasks with custodians.
</li><li>Proactively interact with clients and assist in creating an outstanding client experience.
</li><li>Schedule client meetings.
</li><li>Receive client calls and resolve questions/issues as needed.
</li><li>Analyze and input client data into financial planning software.
</li><li>Assist with the timely completion and submission of all client related transaction requests.
</li><li>Preparing forms and reports for client meetings.
</li><li>Conduct independent research and build financial plans for prospective clients.
</li><li>Develop client recommendations with assistance from the Wealth Advisor.
</li><li>Assist in building comprehensive financial plans.
</li><li>Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney).
</li><li>Ongoing maintenance and quality control of CRM.
</li><li>Other duties as assigned
</li></ul>Required Credentials:
<ul><li>Bachelor&rsquo;s degree
</li><li>Series 65 (to be obtained within three months of hire date)
</li><li>2+ years financial planning, estate planning and/or tax planning/ preparation experience
</li><li>Pursuing or has attained a CFP&reg;
</li></ul>Skills &amp; Competencies:
<ul><li>Ability to talk to clients independently
</li><li>Ability to train and mentor Client Service Associates
</li><li>Ability to develop wealth planning and investment recommendations and present to clients when applicable
</li><li>Working knowledge of e-Money, Salesforce a strong plus.
</li><li>Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required.
</li><li>Must accept and thrive in a fast-paced, changing environment.
</li><li>Ability to build and maintain relationships with potential and current clients.
</li><li>Tenacious about doing what is right for the client &ndash; always.
</li></ul>Physical Requirements:
<ul><li>Prolonged periods sitting at a desk and working on a computer.
</li><li>Must be able to lift up to 15 pounds at times.
</li></ul>Compensation Range:
 $75,000-90,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
<ul><li>Health, dental, and vision insurance &ndash; day 1!
</li></ul><ul><li>401(k) savings and investment plan options with 4% match
</li></ul><ul><li>Flexible PTO policy
</li></ul><ul><li>Parental Leave
</li></ul><ul><li>Financial assistance for advanced education and professional designations
</li></ul><ul><li>Opportunity to give back time to local communities
</li></ul><ul><li>Commuter benefits
</li></ul>Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.</div>

Wealth Planner

<div>
 The Social Media Manager is an individual contributor role and an important part of our growing organic marketing efforts. In this new role, the Social Media Manager will create and execute compelling social media content that promotes the Cerity Partners brand and offerings across platforms.
 
 
 The role will contribute to expanding our social media capabilities by thoughtful social media engagement, identifying and adapting to key trends, interpreting data, and proactively recommending content and social platform opportunities. The ideal candidate has a passion for all aspects of social media marketing; they are creative, highly organized, detail-oriented, collaborative, and comfortable working in a fast-paced financial services, marketing and media environment.
 
 
 
 Responsibilities
 
 
 
 <ul>
 <li>
 Fully own and oversee all social media channels for the firm, including B2C and B2B audience publishing.
 </li>
 <li>
 Serve as a social media evangelist and expert, offering ongoing training sessions to turn colleagues into brand ambassadors.
 </li>
 <li>
 Work across the Marketing team to develop social media campaigns that speak to our target personas.
 </li>
 <li>
 Interface with other internal colleagues to generate social media campaigns and ideas.
 </li>
 <li>
 Draft, copyedit, and coordinate approval for all social media activity.
 </li>
 <li>
 Support launches, announcements, mergers, events, and other key moments with social and digital components.
 </li>
 <li>
 Partner with agencies to develop content, including LinkedIn posts, YouTube assets, and paid media campaigns.
 </li>
 <li>
 Support community management, including monitoring comments and conversations.
 </li>
 <li>
 Track and report on social media performance; assess what&rsquo;s working and provide recommendations.
 </li>
 <li>
 Manage social listening tools and vendors.
 </li>
 <li>
 Identify social media trends and proactively recommend new channels and formats.
 </li>
 <li>
 Support social media operations, including asset management, documentation, scheduling, and optimization.
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 5-7 + years of hands-on experience in a dedicated social media role
 </li>
 <li>
 Experience in financial services, professional services, or creative agencies
 </li>
 <li>
 Demonstrated experience publishing and managing content across major social platforms, specifically LinkedIn and YouTube
 </li>
 <li>
 Excellent writing, editing, and verbal communication skills
 </li>
 <li>
 Strong organizational and project management skills, with the ability to manage competing priorities under tight deadlines
 </li>
 <li>
 Ability to interpret social media metrics and translate data into actionable insights
 </li>
 <li>
 Experience working with agencies and collaborating across internal teams
 </li>
 <li>
 Proficiency with standard workplace tools (Outlook, Word, PowerPoint, Excel)
 
 
 </li>
 </ul>
 
 The Team
 
 
 
 The Cerity Partners Marketing Team Touches All Aspects Of Brand, Performance Marketing, Content And Communications Across The Firm. The Team Serves As An Accelerant To The Business, From Driving Awareness Of Our Services To Supporting a Superior Client Experience And Retention. We Believe The Job Of Marketing To Be Multi-faceted And To Include
 
 
 <ul>
 <li>
 Building and sustaining a lasting and best of breed brand
 </li>
 <li>
 Creating demand across individuals, families, businesses, and prospective partners
 </li>
 <li>
 Moving prospects through the buying experience
 </li>
 <li>
 Partnering with advisors to accelerate their individual growth efforts
 </li>
 <li>
 Collaborating across business lines and applying tactics to accelerate business goals
 </li>
 <li>
 Fostering cohesion between internal culture and the external brand
 
 
 </li>
 </ul>
 
 Compensation
 
 
 
 $95,000 - $115,000
 
 
 
 Why Cerity Partners
 
 
 
 Our People Drive Our Success By Working Together To Deliver Exceptional Service To Our Clients. Below Is a Glimpse Of The Key Elements Of Our Total Rewards Package
 
 
 <ul>
 <li>
 Health, dental, and vision insurance &ndash; day 1!
 </li>
 <li>
 401(k) savings and investment plan options with 4% match
 </li>
 <li>
 Flexible PTO policy
 </li>
 <li>
 Parental Leave
 </li>
 <li>
 Financial assistance for advanced education and professional designations
 </li>
 <li>
 Opportunity to give back time to local communities
 </li>
 <li>
 Commuter benefits
 
 
 </li>
 </ul>
 
 Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
 
 
 
 
 Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.
 
</div>

Social Media Manager

Join Cerity Partners and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Cerity Partners

About Company

Wealth Planner

Social Media Manager