Demand planner Jobs in Louisville, KY

Job Details

Job Location

Louisville KY Office - Louisville, KY

The Wealth Planner- Estate Planning Associate develops, consults on, and assists with implementation of matters related to estate, tax, and financial planning for clients. In this role, you will also develop a comprehensive understanding of financial planning, including investments, business planning, income tax planning, risk management and retirement planning. The Specialist will engage, maintain, and improve client relationships, and relationships with external advisors, including attorneys and CPAs.

Primary Responsibilities

• Reviews and analyzes estate plans, estate tax and distribution strategies and monitors wealth transfer vehicles.
• Conducts tax and estate research, as appropriate, and develops financial analyses and plans. Makes generally accepted recommendations to team, and may make recommendations to clients.
• Attends client meetings and provides additional comprehensive planning services to clients, including : asset allocation, wealth management, retirement planning, education funding, income tax planning, investment planning, stock option analysis, executive planning, and business succession planning.
• Coordinates with team and external advisors, including attorneys and CPAs, for implementation of recommendations.
• Accountable to the core team; ensuring that client and team tasks are completed.
• Monitors and communicates legislative changes impacting estate planning and innovative planning strategies.
• Must have or pursue an advanced planning, tax or investment designation (see below).
• Responsibility Breakdown :

Estate Planning Associate : Mastery of common estate planning strategies, participation in client meetings and understanding of COI relationships.

Ideal Candidate

Estate Planning Associate I : 0-3 years

Company Overview

Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before : People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if :