Planner jobs at Fidelity Investments

Job Description At PEARCE, we've got a career for you! Join the nation's leading independent service provider for critical telecommunication and renewable energy infrastructure. We are the premier independent service provider for our nation's critical infrastructure. With over 2,500 team members nationwide, Pearce delivers comprehensive engineering, maintenance, repair, and repowering solutions, ensuring the seamless operation of our nation's wireless and wireline telecom, commercial and utility-scale solar and wind projects, EV charging stations, as well as large-scale power generation, critical power and energy storage assets. Your Impact: As an FTTH Planner, you design scalable, cost-effective F2 distribution networks that accelerate residential and commercial broadband deployment. You translate survey data, demand forecasts, and existing OSP conditions into accurate, constructible plans that reduce rework and build costs. By delivering complete, compliant design packages-BOMs, CCTs, Brain outputs, diagrams, and clear documentation-you keep permitting and construction moving on schedule and within budget while improving service coverage, network reliability, and long-term maintainability. Core Responsibilities Produce detailed F2 distribution network designs aligned with standards, engineering principles, and client specifications. Build and maintain 3GIS-based FTTH plans (feeder, distribution, and drop), including fiber routes, splitter placement, and cable sizing to meet coverage and take-rate targets. Analyze survey data and existing OSP infrastructure to optimize routes, minimize CAPEX, and enhance constructability. Generate full design deliverables: Bills of Materials (BOMs), CCTs, Brain outputs, diagrams, and construction packages. Ensure adherence to local regulations, permitting requirements, and industry best practices. Collaborate cross-functionally with engineering, permitting, and construction teams; provide clear redlines, markups, and revisions. Maintain accurate mapping, records, and version control across design systems and trackers. Utilize design software and toolsets (3GIS, CCT, Brain, and related FTTH planning platforms) to validate and QA designs. Core Experience 3-5 years in FTTH network design/planning with strong focus on F2 distribution layer. Hands-on proficiency with 3GIS (or similar CAD/GIS) design tools and data management systems. Solid knowledge of GPON/XGS-PON architectures, fiber optics, and passive optical network principles. Demonstrated ability to produce engineering plans (F2 diagrams), BOMs, CCTs, Brain outputs; familiarity with Site Tracker a plus. Understanding of local permitting processes and utility coordination (asset). Strong analytical and organizational skills for complex service-provider architectures and multi-stakeholder projects. Excellent written/verbal communication; able to convert complex technical data into clear, actionable documentation. Proven collaborator in cross-functional and remote settings; comfortable working independently with high attention to detail. Working knowledge of broadband telecom and OSP engineering practices with a continuous-improvement mindset and on-time, on-budget delivery. At Pearce, we are committed to fair and transparent pay practices. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and location. In addition to wages, employees may also be eligible for performance and referral bonuses, production incentives, tool/equipment and fuel stipends, company vehicle, per diem or other applicable compensation. We also offer all full-time employees a comprehensive benefits package including health and life insurance, 401k with employer match, paid time off, tuition reimbursement, and professional development courses. This pay range reflects our commitment to pay equity and compliance with state and federal pay transparency laws. If you have questions about compensation, we encourage open discussions during the hiring process. Base Pay Range$20-$28 USD What We Offer Pearce offers a family-friendly and innovative culture with opportunities for growth, competitive compensation, comprehensive health benefits including medical, dental and vision insurance, flexible spending accounts, HSA option. To help you recharge, we have paid vacation and paid holidays. For your future, we offer a company-matching 401(k) Retirement, Life Insurance, Tuition reimbursement, and professional development training. To help you be successful at work, as required for the role, we will provide a company vehicle, phone, laptop, or tablet along with all necessary tools and safety equipment. At PEARCE, we are an equal opportunity employer dedicated to cultivating an inclusive environment that empowers employees to excel and make a meaningful impact, providing a dynamic space for field technicians, service specialists, and corporate professionals to flourish and propel their careers forward within our nationwide presence and expansive service offerings. Learn more about us at ************************

Our client provides comprehensive financial planning for high-net-worth individuals and corporate clients. With over $1 billion in assets under management and clients in 10 states, they have been consistently ranked a Top Registered Investment Advisor by Crain's Cleveland Business. Position Overview As a Paraplanner, you'll play a key role in delivering exceptional service and support to high net-worth clients. This hybrid role blends administrative, operational, and planning responsibilities, working closely with advisors and clients to ensure a seamless and personalized experience. Key Responsibilities Deliver outstanding service to clients via phone, email, video, and in-person interactions. Support advisors in preparing for and participating in client meetings, including data gathering, agenda creation, and follow-up. Process and track client paperwork, digital forms, and account transactions (e.g., opening new accounts, contributions, distributions, transfers). Maintain accurate client records in the Salesforce CRM system Assist with financial planning tasks such as obtaining key financial plan data, risk profiling, investment analysis, and report preparation. Educate clients on account access tools and respond to inquiries about investments, RMDs, and account maintenance. Collaborate with internal teams and external vendors to ensure timely and accurate execution of client needs. Participate in firm-wide projects and contribute to continuous improvement initiatives. Qualifications Bachelor's Degree preferred 5-7 years of experience in a financial services role with a RIA or Broker-Dealer, or 4 years of experience and the FPQP designation required Strong understanding of financial products, planning strategies, and client service best practices. Series 65 License required Proficiency with Microsoft Office, Salesforce, eMoney, Black Diamond, and Fidelity's Wealthscape platform Experience with Docusign, Laserapps, Firelight, or similar tools is helpful. What We're Looking For A proactive, detail-oriented team player with a passion for helping others. Strong communication and organizational skills. Ability to manage multiple priorities and adapt in a fast-paced environment. A commitment to integrity, collaboration, and continuous learning. Compensation & Benefits Competitive salary year based on experience and licensure Bonus plan up to 7% of base salary Medical, dental, and vision insurance 401(k) with safe harbor match and profit sharing (after 1 year) Paid holidays and generous PTO Work from home on Friday morning, with Friday afternoons being off Professional development support Opportunities for growth and advancement, such as financial support for the CFP Program, or management opportunities exist.

JOB FUNCTION: The position involves responsibility for full performance of professional planning work in preparing and implementing assigned planning projects and studies by preparing, compiling, and implementing data as it applies to municipal planning programs. Reports directly to the Commissioner of Planning and Development. Under supervision, an employee in this class performs professional planning work in projects and studies, which include designing and carrying out planning research; designing, researching and writing plans; and designing and implementing public participation initiatives for planning programs. The employee integrates data and information from a variety of technical specialties including, but not limited to, urban land economics and regional economics, environment and natural resource management; architecture and landscape architecture; civil and traffic engineering; land use regulation (zoning); public finance; or public health, with the purpose of producing short, medium and long range plans on a district, neighborhood, city or county-wide scale. Work is performed independently with latitude given for initiative and creativity with supervisory guidance and advice available when needed. Supervision is not a usual function of this class, but the employee may occasionally, depending on the complexity or size of a project, supervise other subordinates. Does related work as required. DUTIES AND RESPONSIBILITIES: * Designs and carries out studies involving data collection from statistical, legislative and field sources; designs and/or participates in studies involving compilation and analysis of physical, economic, environmental, fiscal and demographic factors relating to urban, regional or community planning. * Designs and implements programs for public participation in all phases of planning programs. * Meets with government officials, business and civic leaders, legislators, planning and zoning board members, legal, architectural and engineering professionals and the public, to identify planning issues, define comprehensive solutions and to elicit or present recommendations. * Plans, organizes and drafts complex analysis of urban and regional issues using graphic, statistical and geographical information system tools. * Plans and conducts field surveys or projects as assigned. * Prepares reports and long range, comprehensive plans that articulate public policy and goals on a range of urban and regional land use and planning topics. * Provides assistance in preparing comprehensive plans and land use control regulations. * Provides administrative support to the Planning Board and Zoning Board of Appeals by reviewing applications and attending hearings to address questions from board members and the public. * Other duties as assigned. FULL PERFORMANCE KNOWLEDGES, SKILLS, ABILITIES AND PERSONAL CHARACTERISTICS: * Good knowledge of principles, practices, methods and techniques employed in urban and regional planning. * Good knowledge of the demographic, economic, environmental, engineering, design regulator, fiscal and research factors in problems involved in urban and regional planning. * Good knowledge of current methods for collection, analysis and interpretation of statistical data for planning purposes. * Good knowledge of current methods of research design, data collection and analysis used in urban and regional planning. * Good knowledge of land use and environmental regulatory techniques and current legislative trends. * Ability to conduct field studies, and research projects in development of community planning projects and programs. * Ability to attend evening and off-site meetings. * Ability to organize complex material and produce reports that integrate text, GIS maps and statistical analysis in clear, comprehensive and understandable ways. * Ability to analyze factual data and prepare graphs, diagrams and reports. * Ability to express oneself clearly and concisely both orally and in writing. * Ability to understand complex oral and written directions. MINIMUM QUALIFICATIONS: Promotion: Two (2) years of permanent competitive class status as a Planner I. Open Competitive A. Graduation from a regionally accredited college or university with a Master's degree in Architecture, Landscape Architecture, Civil Engineering, Geography, Public Administration, Environmental Studies, Transportation and Transit Planning and Analysis, or City or Regional Planning or a field closely related to City or Regional Planning, and two (2) years of professional level work experience, or its part time equivalent, in community planning, development, or redevelopment in a public sector agency or its equivalent in the public sector; or, B. Graduation from a regionally accredited college or university with a Bachelor's degree in Architecture, Landscape Architecture, Civil Engineering, Geography, Public Administration, Environmental Studies, Transportation and Transit Planning and Analysis, or Urban Planning or a field closely related to Urban Planning, and two (2) years of professional level work experience, or its part time equivalent, in community planning, development, or redevelopment in a public sector agency or its equivalent in the private sector; or, C. Six (6) years of paraprofessional or professional level work experience, or its part time equivalent, in planning, architecture, landscape architecture, civil engineering, geography, public administration, environmental studies, or transportation and transit planning and analysis, at least two (2) years of which must have been professional level work experience in community planning, development, or redevelopment in a public sector agency or its equivalent in the private sector. NOTE: Community planning, development, or redevelopment or its equivalent in the private sector includes, but is not limited to, planning and related analyses with respect to land use, zoning, transportation, housing, economic development, the environment and urban design. SPECIAL NECESSARY REQUIREMENT: At time of appointment, New York State Public Officers Law requires United States Citizenship. This position requires taking and passing a competitive Civil Service Exam for title Planner II (15110). The position is open as a lateral transfer or to qualified candidates on the civil service list.

INTRODUCTION: Johnstown, Ohio is seeking a professional planner expected to complete a full spectrum of planning activities, research and analysis. THE ORGANIZATION: Johnstown is a small city with almost 6,000 resident and is ready for its next, vibrant chapter. Established in 1813, the city grew slowly but steadily for its first 200 years, maintaining a strong sense of identity and independence. But with the arrival of Intel in 2025, the pace is expected to change, to quicken. Preserving Johnstown's rich history and character amidst increasing development pressure will be paramount. If you are looking for a challenging but rewarding career, then apply now! MINIMUM QUALIFICATIONS Bachelor's degree in city or regional planning or related field; and two years' experience in public sector planning and zoning; or any equivalent combination of training and experience. ESSENTIAL FUNCTIONS OF WORK * Responds to inquiries from the public regarding ordinances and subdivision regulations. * Reviews development plans, site plans, and zoning certificates for compliance with City codes, applicable municipal regulations, plans and goals; works with customers to resolve conflicts in plans and the established policies, standards, and codes. * Attends meetings, develops recommendations, correspondence, presentations and reports regarding planning and development issues to help guide board and commission decision-making and overall community development. Recommendations will be based upon data gathered, trend analysis, design solutions and best practices. * Conducts assigned planning projects involving land use, populations, structures, economic activity, housing, transportation, environmental, and related subjects. * Compiles files as requested to complete records requests. * Performs other related duties as assigned. A complete job description may be found on our website: ************************************

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. 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 experience. Schedule client meetings. Receive client calls and resolve questions/issues as needed. Analyze and input client data into financial planning software. Assist with the timely completion and submission of all client related transaction requests. Preparing forms and reports for client meetings. Conduct independent research and build financial plans for prospective clients. Develop client recommendations with assistance from the Wealth Advisor. Assist in building comprehensive financial plans. Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney). Ongoing maintenance and quality control of CRM. Other duties as assigned Required Qualifications: Bachelor's degree Series 65 (to be obtained within three months of hire date) 2-4+ years financial planning, estate planning and/or tax planning/ preparation experience Pursuing or has attained a CFP Skills & Competencies: Ability to develop wealth planning and investment recommendations and present to clients when applicable Working knowledge of e-Money, Salesforce a strong plus. Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required. Must accept and thrive in a fast-paced, changing environment. Ability to build and maintain relationships with potential and current clients. Tenacious about doing what is right for the client - always. Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times. Compensation Range: $70,000-90,000 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: Health, dental, and vision insurance - day 1! 401(k) savings and investment plan options with 4% match Flexible PTO policy Parental Leave Financial assistance for advanced education and professional designations Opportunity to give back time to local communities Commuter benefits 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 **************************. Applicants must be authorized to work for any employer in the U.S.

Job Description Paraplanner Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Edmonds, Washington Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a full-time Paraplanner to join our innovative and client-focused team. At Ameriprise Financial, we help people feel confident about their financial future by providing comprehensive financial planning and investment advice to families, individuals, and small businesses. Our mission is to simplify financial lives while helping clients achieve their goals. Job Purpose The Paraplanner will provide exceptionally professional, friendly, and high-quality service to our clients. This position works closely with advisors and clients to support financial plan development, facilitate transactions, and conduct investment research. This role offers a clear career path, with the opportunity to advance into an Associate Financial Advisor role within one to three years, based on performance, licensing, and experience. Responsibilities Prepare for and follow up after client meetings. Update client financial plan analyses and develop recommendations using MoneyGuide. Conduct investment research and prepare supporting materials. Attend client meetings, providing support and detailed note-taking. Execute trades with documented direction from an advisor. Qualifications Bachelor's degree required. 1-3+ years of experience in a professional office environment, ideally in financial services. Series 7, Series 66, and WA Life & Health Insurance licenses required (or ability to obtain within six months). Professional, approachable, and client-focused demeanor with excellent interpersonal skills. Strong organizational skills and attention to detail. Proven analytical and independent problem-solving abilities. Highly proficient with Microsoft Office Suite (Excel, PowerPoint, Word, Outlook). Experience with MoneyGuide strongly preferred. Excellent written and verbal communication skills. Ability to manage multiple responsibilities effectively. Strong personal and professional integrity. Work Environment This role is primarily in-office to ensure a strong foundation in training, team collaboration, and client support. Following the completion of licensing requirements, initial training, and a 90-day introductory period, there may be the possibility of transitioning into a hybrid work arrangement. Salary and Benefits Base compensation: $60,000-$74,000 per year, depending on experience. Potential bonus compensation: Up to $10,000 per year, based on performance. Comprehensive benefits package including: Paid Time Off (PTO) and paid holidays Medical insurance (70% of premiums paid) Dental and Vision insurance (50% of premiums paid) 401(k) plan with employer match Group Life and Disability insurance How to Apply If you meet the qualifications and are eager to grow your career in wealth management, please submit your resume and cover letter. In your cover letter, highlight your relevant experience and share how you can contribute to our team's success. Join us in building financial confidence and long-term success for our clients while advancing your career in a supportive, collaborative, and rewarding environment. We look forward to welcoming the next valued member of our team. Equal Opportunity Employer Puget Sound Wealth Advisors is an equal opportunity employer and welcomes applicants from all backgrounds.

Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial Edmonds, Washington Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a full-time Paraplanner to join our innovative and client-focused team. At Ameriprise Financial, we help people feel confident about their financial future by providing comprehensive financial planning and investment advice to families, individuals, and small businesses. Our mission is to simplify financial lives while helping clients achieve their goals. Job Purpose The Paraplanner will provide exceptionally professional, friendly, and high-quality service to our clients. This position works closely with advisors and clients to support financial plan development, facilitate transactions, and conduct investment research. This role offers a clear career path, with the opportunity to advance into an Associate Financial Advisor role within one to three years, based on performance, licensing, and experience. Responsibilities Prepare for and follow up after client meetings. Update client financial plan analyses and develop recommendations using MoneyGuide. Conduct investment research and prepare supporting materials. Attend client meetings, providing support and detailed note-taking. Execute trades with documented direction from an advisor. Qualifications Bachelor's degree required. 1-3+ years of experience in a professional office environment, ideally in financial services. Series 7, Series 66, and WA Life & Health Insurance licenses required (or ability to obtain within six months). Professional, approachable, and client-focused demeanor with excellent interpersonal skills. Strong organizational skills and attention to detail. Proven analytical and independent problem-solving abilities. Highly proficient with Microsoft Office Suite (Excel, PowerPoint, Word, Outlook). Experience with MoneyGuide strongly preferred. Excellent written and verbal communication skills. Ability to manage multiple responsibilities effectively. Strong personal and professional integrity. Work Environment This role is primarily in-office to ensure a strong foundation in training, team collaboration, and client support. Following the completion of licensing requirements, initial training, and a 90-day introductory period, there may be the possibility of transitioning into a hybrid work arrangement. Salary and Benefits Base compensation: $60,000-$74,000 per year, depending on experience. Potential bonus compensation: Up to $10,000 per year, based on performance. Comprehensive benefits package including: Paid Time Off (PTO) and paid holidays Medical insurance (70% of premiums paid) Dental and Vision insurance (50% of premiums paid) 401(k) plan with employer match Group Life and Disability insurance How to Apply If you meet the qualifications and are eager to grow your career in wealth management, please submit your resume and cover letter. In your cover letter, highlight your relevant experience and share how you can contribute to our team's success. Join us in building financial confidence and long-term success for our clients while advancing your career in a supportive, collaborative, and rewarding environment. We look forward to welcoming the next valued member of our team. Equal Opportunity Employer Puget Sound Wealth Advisors is an equal opportunity employer and welcomes applicants from all backgrounds.

City of Salina, Kansas Development Services Department Apply directly with the City of Salina Apply: jobs.salina-ks.gov The City of Salina is seeking a motivated, forward-thinking planning professional to join our high-impact, mission-driven Community & Development Services Department. This is an exciting opportunity for someone who wants to contribute to shaping Salina's future, support transformational community initiatives, & work within a team that values innovation, collaboration, & meaningful public service. Duties: * Coordinates & performs work in preparation & implementation of the City's community development plans. * Processes subdivision, annexation, & zoning requests including researching & analyzing applications for compliance & conformity with applicable rules & regulations. * Assists in the development & updating of codes & ordinances. * Confers with & advises officials & the public on technical aspects of zoning, planning, & supplies information to, & cooperates with, interested individuals & organizations. * Prepares comprehensive reports based upon careful research & study of planning & zoning problems, gathers, analyzes & presents data in the form of written, graphic, or oral reports for use before boards, advisory committees & public hearings. * Plans, coordinates, & participates in the preparation of community development plans, programs, & grant applications. * Plans & conducts public outreach & participation activities such as public meetings, outreach events, & presentations. * Assists with maintaining & updating flood plain maps & administration of flood plain policies. * Maintains & updates flood plain maps; administers flood plain policies. * Performs complex research & manages records for proposed projects & regulatory matters. * Writes & interprets technical reports & maintains a wide variety of records. Education & Experience: Planner I Required: * Bachelor's degree in urban planning, geography, architecture, public administration or related field. * Experience in community or urban/rural planning or three (3) years of planning experience. Planner I Preferred: * Experience with current and/or long-range planning. * Experience with boards & commissions. * Experience with GIS. * AICP candidate status. Planner II Required: * Master's degree in urban planning, geography, architecture, public administration, or related field. * Experience in community or urban/rural planning or five (5) years of planning experience. Planner II Preferred: * Experience with current and/or long-range planning. * Experience with boards & commissions. * Experience with GIS. * AICP certification or AICP candidate status. Requirements: * Must possess a valid Kansas driver's license. Work Type: * Light, exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. * Sits about 70% of the time. Equipment: * Adding machine, calculator, computer, copy machine, fax machine, & telephone. Hours: * Monday - Friday * 8:00 a.m. to 5:00 p.m. * Attends meetings outside of normal office hours. Starting Pay DOQ EOE: * Planner I: $63,670-101,870/yr. * Planner II: $70,195-112,313/yr. Paid Time Off: * 48 hours of vacation available upon hire; additional 48 hours earned during the year (96 hours in first year). * 96 hours of sick leave during first year. Application Deadine: Until filled Apply: job.salina-ks.gov

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. 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 experience. Schedule client meetings. Receive client calls and resolve questions/issues as needed. Perform research on stocks, bonds, and other securities, utilizing various investment software including Bloomberg, YCharts, HiddenLevers, etc. Analyze and input client data into financial planning software. Assist with the timely completion and submission of all client related transaction requests. Preparing forms and reports for client meetings. Conduct independent research and build financial plans for prospective clients. Develop client recommendations with assistance from the Wealth Advisor. Assist in building comprehensive financial plans. Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney). Ongoing maintenance and quality control of CRM. Required Credentials: Bachelor's degree Series 65 (to be obtained within three months of hire date) 0-5+ years financial planning, estate planning and/or tax planning/ preparation experience Pursuing or has attained a CFP or approved advanced degree Skills & Competencies: Proficiency in all CSA functions, plus: Ability to talk to clients independently Completion of CPU levels 100-300 Ability to train and mentor CSAs Ability to develop wealth planning and investment recommendations and present to clients when applicable Working knowledge of e-Money, Salesforce a strong plus. Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required. Must accept and thrive in a fast-paced, changing environment. Ability to build and maintain relationships with potential and current clients. Tenacious about doing what is right for the client - always. Physical Requirements: Prolonged periods sitting at a desk and working on a computer. 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 **************************. Applicants must be authorized to work for any employer in the U.S.

Job Description At PEARCE, we've got a career for you! Join the nation's leading independent service provider for critical telecommunication and renewable energy infrastructure. We are the premier independent service provider for our nation's critical infrastructure. With over 2,500 team members nationwide, Pearce delivers comprehensive engineering, maintenance, repair, and repowering solutions, ensuring the seamless operation of our nation's wireless and wireline telecom, commercial and utility-scale solar and wind projects, EV charging stations, as well as large-scale power generation, critical power and energy storage assets. Your Impact: As an FTTH Planner, you design scalable, cost-effective F2 distribution networks that accelerate residential and commercial broadband deployment. You translate survey data, demand forecasts, and existing OSP conditions into accurate, constructible plans that reduce rework and build costs. By delivering complete, compliant design packages-BOMs, CCTs, Brain outputs, diagrams, and clear documentation-you keep permitting and construction moving on schedule and within budget while improving service coverage, network reliability, and long-term maintainability. Core Responsibilities Produce detailed F2 distribution network designs aligned with standards, engineering principles, and client specifications. Build and maintain 3GIS-based FTTH plans (feeder, distribution, and drop), including fiber routes, splitter placement, and cable sizing to meet coverage and take-rate targets. Analyze survey data and existing OSP infrastructure to optimize routes, minimize CAPEX, and enhance constructability. Generate full design deliverables: Bills of Materials (BOMs), CCTs, Brain outputs, diagrams, and construction packages. Ensure adherence to local regulations, permitting requirements, and industry best practices. Collaborate cross-functionally with engineering, permitting, and construction teams; provide clear redlines, markups, and revisions. Maintain accurate mapping, records, and version control across design systems and trackers. Utilize design software and toolsets (3GIS, CCT, Brain, and related FTTH planning platforms) to validate and QA designs. Core Experience 3-5 years in FTTH network design/planning with strong focus on F2 distribution layer. Hands-on proficiency with 3GIS (or similar CAD/GIS) design tools and data management systems. Solid knowledge of GPON/XGS-PON architectures, fiber optics, and passive optical network principles. Demonstrated ability to produce engineering plans (F2 diagrams), BOMs, CCTs, Brain outputs; familiarity with Site Tracker a plus. Understanding of local permitting processes and utility coordination (asset). Strong analytical and organizational skills for complex service-provider architectures and multi-stakeholder projects. Excellent written/verbal communication; able to convert complex technical data into clear, actionable documentation. Proven collaborator in cross-functional and remote settings; comfortable working independently with high attention to detail. Working knowledge of broadband telecom and OSP engineering practices with a continuous-improvement mindset and on-time, on-budget delivery. At Pearce, we are committed to fair and transparent pay practices. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and location. In addition to wages, employees may also be eligible for performance and referral bonuses, production incentives, tool/equipment and fuel stipends, company vehicle, per diem or other applicable compensation. We also offer all full-time employees a comprehensive benefits package including health and life insurance, 401k with employer match, paid time off, tuition reimbursement, and professional development courses. This pay range reflects our commitment to pay equity and compliance with state and federal pay transparency laws. If you have questions about compensation, we encourage open discussions during the hiring process. Base Pay Range$35-$38 USD What We Offer Pearce offers a family-friendly and innovative culture with opportunities for growth, competitive compensation, comprehensive health benefits including medical, dental and vision insurance, flexible spending accounts, HSA option. To help you recharge, we have paid vacation and paid holidays. For your future, we offer a company-matching 401(k) Retirement, Life Insurance, Tuition reimbursement, and professional development training. To help you be successful at work, as required for the role, we will provide a company vehicle, phone, laptop, or tablet along with all necessary tools and safety equipment. At PEARCE, we are an equal opportunity employer dedicated to cultivating an inclusive environment that empowers employees to excel and make a meaningful impact, providing a dynamic space for field technicians, service specialists, and corporate professionals to flourish and propel their careers forward within our nationwide presence and expansive service offerings. Learn more about us at ************************

US Citizenship Required: Yes Clearance: TS / SCI with Poly Travel: Limited less than 10% of time. Strategic Technologies Analytics Group (STAG) is seeking a Senior Cyberspace Operations Analyst to provide Cyber planning expertise. In this role, you will help integrate offensive cyberspace operations and information warfare into joint planning efforts across multiple operational levels. You will serve as a critical bridge between cyber planning, intelligence, and joint force mission requirements, enabling the alignment, synchronization, staffing, and execution of cyberspace effect operations. The ideal candidate will have relevant experience in cyber operations planning and deep familiarity with joint planning, intelligence doctrine, and processes. Job Description: In this role, you will play a vital role in planning and integrating offensive cyberspace efforts and non-kinetic effects into joint and multi-domain operations. You will conduct the following duties: • Apply in-depth knowledge of the joint planning process to develop detailed Operational Plans and Orders supporting cyberspace operations requirements. • Leverage Joint, Service, and interagency planning and operational experience to conduct operational-level planning across the full range of military operations for integrated information and cyberspace operations. • Lead projects as part of a multi-disciplinary team and proactively develop project timelines, objectives, and key milestones. • Provide dedicated capability pairing and effects de-confliction. • Provide input into Combatant Command Operational Plans as requested by the Combatant Commanders' Joint Cyber Cells. • Collaborate with cyber operators to identify and levy requirements for intelligence collection and analysis, participate in targeting selection, validation, synchronization, and execution of complex cyber missions. • Employ the Plan, Brief, Execute, and Debrief (PBED) methodology. • Develop and maintain pre-approved actions (PAA), special instructions (SPINS), rules of engagement (ROE), crew risk management (CRM), and command and control procedures that align to service or combatant command (CCMD) OPLANs, CONOPs, TASKORDs, TTPs, CONEMPs, CONPLANs, PLANORDs, and FRAGOs for coordination and approval at the appropriate Government or military level. Basic Qualifications: • Active TS/SCI clearance with CI polygraph and be willing to pass an additional polygraph as required. • Bachelor's degree in a related field or ten (10) total years of relevant operational experience in lieu of a degree. • Minimum 6 years of cyber operations planning or related joint operational planning experience. Preferred Qualifications: • Expert in the Joint Planning Process with a deep understanding of the application of relevant joint doctrine (JP 3-0, JP 3-12, JP 3-60, and JP 5-0). • Understanding of USCYBERCOM policies, processes, and procedures, with demonstrated ability to align planning efforts and operational recommendations with command guidance, operational directives, and mission priorities. • Successful completion of relevant professional courses, including but not limited to: Cyber Operations Planner Course (COPC), Joint Information Operations Planning Course (JIOPC), Military Deception (MILDEC) Planners Course, and Joint Targeting Staff Course (JTSC) • Ability to clearly communicate complex cyber topics to senior decision-makers. • Experience with Integrated Joint Special Technical Operations (IJSTO). • Self- motivated, creative, willing to work as a member of a team; who can organize and manage individual schedule. About Strategic Technologies Analytics Group (STAG): STAG is a premier solutions provider to the National Security and Defense communities around the world. We are a Veteran-Owned Emerging Small Business based in San Antonio, Texas. STAG provides multi-domain technology solutions coupled with the best professionals sourced from their respective fields of intelligence, cyber, electronic warfare, and special operations communities. Our team members serve at all levels of operations, from on-keyboard cyber warfare experts to national-level advisors on intelligence operations. STAG utilizes proven methodologies that produce high-quality innovative solutions addressing some of our Nation's most challenging problems. EEO Statement STAG is committed to providing equal opportunity for all employees and applicants without regard to race, color, religion, national origin, sex, age, marital status, sexual orientation, disability, political affiliation, personal appearance, family responsibilities, matriculation, and/or any other characteristic protected under federal, state, and/or local laws. STAG's policy regarding equal employment opportunity applies to all aspects of employment, including recruitment, hiring, job assignments, promotions, working conditions, scheduling, benefits, wage and salary administration, disciplinary action, termination, social, educational, and recreational programs.

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 team at our Louisville office and join our 3rd annual Cerity Partners University class. What is Cerity Partners University? Cerity Partners University (CPU) focuses on the growth and development of newly hired colleagues, which takes place in our dedicated training space in Louisville, KY. During the in-person training, you will learn the basics of working with clients, train on the Cerity Partners Way, and prepare you to test for the Series 65. Training will begin in July and last for four weeks with all travel and expenses covered by the firm. After training you will return to your local office to start your wealth management journey and make your mark! 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 experience. Schedule client meetings. Receive client calls and resolve questions/issues as needed. Analyze and input client data into financial planning software. Assist with the timely completion and submission of all client related transaction requests. Preparing forms and reports for client meetings. Conduct independent research and build financial plans for prospective clients. Develop client recommendations with assistance from the Wealth Advisor. Assist in building comprehensive financial plans. Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney). Ongoing maintenance and quality control of CRM. Other duties as assigned Required Credentials: Bachelor's degree Series 65 (to be obtained within three months of hire date) 0-2+ years financial planning, estate planning and/or tax planning/ preparation experience Pursuing or has attained a CFP Skills & Competencies: Ability to talk to clients independently Ability to train and mentor Client Service Associates Ability to develop wealth planning and investment recommendations and present to clients when applicable Working knowledge of e-Money, Salesforce a strong plus. Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required. Must accept and thrive in a fast-paced, changing environment. Ability to build and maintain relationships with potential and current clients. Tenacious about doing what is right for the client - always. Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times. Additional Requirements: Travel will be for in person paid training in our Louisville, KY office Training will begin in July and last for 4 weeks Top Benefits & Rewards: Benefits: Health, Dental & Vision Insurance, Flexible spending accounts, Health Savings accounts, 401k savings & investment plan Education and Professional Certifications Reimbursement. Eligible for full time colleagues after 90 days of continuous active service. Flexible Paid Time off 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 **************************. Applicants must be authorized to work for any employer in the U.S.

Job Details McDonough GA - McDonough, GA Full TimeDescription This position is responsible for packaging and/or product inspection to ensure smooth production flow as well as daily analysis of pending inbound/outbound order in partnership with others. May also assist in the planning, preparing, issuing and control of production schedules and material requirements. Ensures a controlled flow of approved materials timed to meet production requirements/goals in addition to other various clerical duties. Summary of Responsibility: Meet daily production goals Meet/maintain safety standards for the work area and machinery in operation Meet established quality standards and time requirements/demands Maintain a clean and safe work area Compiles planning information daily while also monitoring daily reports and reacts as needed to that information Creates daily plans and end of shift reports Plans and monitors daily inbound/outbound loads. Work with inventory to ensure accurate receipts Notify departments/managers of discrepancies Resolves problems by collecting and analyzing information and coordinating solutions with departments/managers Prepares work area with the necessary items to ensure efficient and accurate process flow Assist in warehouse areas as needed Maintain a clean and safe work area by supporting 5S activities Other assigned duties Qualifications Required: High school diploma or equivalent (GED). 1+ year of experience in a warehouse, manufacturing, or production environment. Ability to meet established production, quality, and safety standards. Strong attention to detail and accuracy in packaging, product inspection, and clerical tasks. Basic knowledge of inventory control, order processing, or scheduling functions. Proficiency with Microsoft Office Suite (Excel, Word, Outlook) or similar systems for daily reporting. Effective verbal and written communication skills; able to handle calls/inquiries professionally. Strong organizational and time-management skills; ability to manage multiple priorities in a fast-paced environment. Ability to work independently and collaboratively with other departments. Ability to lift [insert weight here-commonly 25-50 lbs depending on your facility] and stand/walk for extended periods. Commitment to maintaining a clean, safe, and 5S-compliant work area. Preferred: Experience planning, scheduling, or coordinating inbound/outbound loads. Familiarity with ERP, WMS, or inventory management systems. Knowledge of 5S or other continuous improvement practices. Problem-solving skills to identify and resolve discrepancies or production issues. Prior experience generating daily/shift reports and analyzing operational data.

Job Description At PEARCE, we've got a career for you! Join the nation's leading independent service provider for critical telecommunication and renewable energy infrastructure. We are the premier independent service provider for our nation's critical infrastructure. With over 2,500 team members nationwide, Pearce delivers comprehensive engineering, maintenance, repair, and repowering solutions, ensuring the seamless operation of our nation's wireless and wireline telecom, commercial and utility-scale solar and wind projects, EV charging stations, as well as large-scale power generation, critical power and energy storage assets. Your Impact: As an FTTH Planner, you design scalable, cost-effective F2 distribution networks that accelerate residential and commercial broadband deployment. You translate survey data, demand forecasts, and existing OSP conditions into accurate, constructible plans that reduce rework and build costs. By delivering complete, compliant design packages-BOMs, CCTs, Brain outputs, diagrams, and clear documentation-you keep permitting and construction moving on schedule and within budget while improving service coverage, network reliability, and long-term maintainability. Core Responsibilities Produce detailed F2 distribution network designs aligned with standards, engineering principles, and client specifications. Build and maintain 3GIS-based FTTH plans (feeder, distribution, and drop), including fiber routes, splitter placement, and cable sizing to meet coverage and take-rate targets. Analyze survey data and existing OSP infrastructure to optimize routes, minimize CAPEX, and enhance constructability. Generate full design deliverables: Bills of Materials (BOMs), CCTs, Brain outputs, diagrams, and construction packages. Ensure adherence to local regulations, permitting requirements, and industry best practices. Collaborate cross-functionally with engineering, permitting, and construction teams; provide clear redlines, markups, and revisions. Maintain accurate mapping, records, and version control across design systems and trackers. Utilize design software and toolsets (3GIS, CCT, Brain, and related FTTH planning platforms) to validate and QA designs. Core Experience 3-5 years in FTTH network design/planning with strong focus on F2 distribution layer. Hands-on proficiency with 3GIS (or similar CAD/GIS) design tools and data management systems. Solid knowledge of GPON/XGS-PON architectures, fiber optics, and passive optical network principles. Demonstrated ability to produce engineering plans (F2 diagrams), BOMs, CCTs, Brain outputs; familiarity with Site Tracker a plus. Understanding of local permitting processes and utility coordination (asset). Strong analytical and organizational skills for complex service-provider architectures and multi-stakeholder projects. Excellent written/verbal communication; able to convert complex technical data into clear, actionable documentation. Proven collaborator in cross-functional and remote settings; comfortable working independently with high attention to detail. Working knowledge of broadband telecom and OSP engineering practices with a continuous-improvement mindset and on-time, on-budget delivery. At Pearce, we are committed to fair and transparent pay practices. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and location. In addition to wages, employees may also be eligible for performance and referral bonuses, production incentives, tool/equipment and fuel stipends, company vehicle, per diem or other applicable compensation. We also offer all full-time employees a comprehensive benefits package including health and life insurance, 401k with employer match, paid time off, tuition reimbursement, and professional development courses. This pay range reflects our commitment to pay equity and compliance with state and federal pay transparency laws. If you have questions about compensation, we encourage open discussions during the hiring process. Base Pay Range$35-$38 USD What We Offer Pearce offers a family-friendly and innovative culture with opportunities for growth, competitive compensation, comprehensive health benefits including medical, dental and vision insurance, flexible spending accounts, HSA option. To help you recharge, we have paid vacation and paid holidays. For your future, we offer a company-matching 401(k) Retirement, Life Insurance, Tuition reimbursement, and professional development training. To help you be successful at work, as required for the role, we will provide a company vehicle, phone, laptop, or tablet along with all necessary tools and safety equipment. At PEARCE, we are an equal opportunity employer dedicated to cultivating an inclusive environment that empowers employees to excel and make a meaningful impact, providing a dynamic space for field technicians, service specialists, and corporate professionals to flourish and propel their careers forward within our nationwide presence and expansive service offerings. Learn more about us at ************************

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. Primary Responsibilities: Associate Wealth Planners can expect to focus their time supporting our wealth advisors in the following areas: Client relationship management, including ongoing and regular client contact and communications; Client service, including planning updates, portfolio changes and reviews, information data gathering, implementation of recommendations, correspondence, and reporting; Client asset management, including coordination of complete financial planning and wealth management (analysis, estate planning, tax strategies for assets under management, and portfolio management); Client and team meetings, operations support, and special projects, as needed. Required Credentials: Bachelor's Degree from an accredited college or university Series 65 (to be obtained within three months of hire date) 0-2+ years financial planning, estate planning and/or tax planning/ preparation experience Pursuing or has attained a CFP Skills & Competencies: Self-confidence, personal integrity and an understanding of fiduciary responsibility; A team player, with strong leadership skills and ability to multi-task and manage time effectively; Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as financial planning, client relationship management (CRM) and portfolio management (PM) software; Excellent communication and listening skills; Desire/ability to work successfully in a small company environment; Detail-oriented focus and a professional demeanor; Ability to talk to clients independently Ability to develop wealth planning and investment recommendations and present to clients when applicable Working knowledge of e-Money, Salesforce a strong plus. Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required. Must accept and thrive in a fast-paced, changing environment. Ability to build and maintain relationships with potential and current clients. Tenacious about doing what is right for the client - always. Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times. Top Benefits & Rewards: Benefits: Health, Dental & Vision Insurance, Flexible spending accounts, Health Savings accounts, 401k savings & investment plan Education and Professional Certifications Reimbursement: Cerity Partners will reimburse colleagues up to $10,000 per year for pre-approved degrees and certifications subject to a lifetime maximum of $30,000 and various other conditions. Eligible for full time colleagues after 90 days of continous active service. Flexible Paid Time off 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 **************************. Applicants must be authorized to work for any employer in the U.S.

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 team at in our San Francisco office and join our 3rd annual Cerity Partners University class. What is Cerity Partners University (CPU)? Cerity Partners University (CPU) focuses on the growth and development of newly hired colleagues, which takes place in our dedicated training space in Louisville, KY. During the in-person training, you will learn the basics of working with clients, train on the Cerity Partners Way, and prepare you to test for the Series 65. Training will begin in July and last for four weeks with all travel and expenses covered by the firm. After training you will return to your local office to start your wealth management journey and make your mark! 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 experience. Schedule client meetings. Receive client calls and resolve questions/issues as needed. Analyze and input client data into financial planning software. Assist with the timely completion and submission of all client related transaction requests. Preparing forms and reports for client meetings. Conduct independent research and build financial plans for prospective clients. Develop client recommendations with assistance from the Wealth Advisor. Assist in building comprehensive financial plans. Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney). Ongoing maintenance and quality control of CRM. Other duties as assigned Required Qualifications: Bachelor's degree 0-2+ years financial planning, estate planning and/or tax planning/ preparation experience Preferred Qualifications: Series 65 (to be obtained within three months of hire date) Pursuing or has attained a CFP Skills and Competencies: Ability to talk to clients independently Ability to train and mentor Client Service Associates Ability to develop wealth planning and investment recommendations and present to clients when applicable Working knowledge of e-Money, Salesforce a strong plus. Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required. Must accept and thrive in a fast-paced, changing environment. Ability to build and maintain relationships with potential and current clients. Tenacious about doing what is right for the client - always. Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times. Compensation Range: $70,000-75,000 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: Health, dental, and vision insurance - day 1! 401(k) savings and investment plan options with 4% match Flexible PTO policy Parental Leave Financial assistance for advanced education and professional designations Opportunity to give back time to local communities Commuter benefits 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 **************************. Applicants must be authorized to work for any employer in the U.S.

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. 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 experience. Schedule client meetings. Receive client calls and resolve questions/issues as needed. Analyze and input client data into financial planning software. Assist with the timely completion and submission of all client related transaction requests. Preparing forms and reports for client meetings. Conduct independent research and build financial plans for prospective clients. Develop client recommendations with assistance from the Wealth Advisor. Assist in building comprehensive financial plans. Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney). Ongoing maintenance and quality control of CRM. Other duties as assigned Required Credentials: Bachelor's degree 0-2+ years financial planning, estate planning and/or tax planning/ preparation experience Pursuing or willing to pursue a CFP Skills & Competencies: Ability to develop wealth planning and investment recommendations and present to clients when applicable Working knowledge of e-Money, Salesforce a strong plus. Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required. Must accept and thrive in a fast-paced, changing environment. Ability to build and maintain relationships with potential and current clients. Tenacious about doing what is right for the client - always. Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times. Compensation Range: $65,000-80,000 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: Health, dental, and vision insurance - day 1! 401(k) savings and investment plan options with 4% match Flexible PTO policy Parental Leave Financial assistance for advanced education and professional designations Opportunity to give back time to local communities Commuter benefits 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 **************************. Applicants must be authorized to work for any employer in the U.S.

An Associate 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. Primary Responsibilities Assist the Wealth Advisor in the management of existing client relationships. Lead certain client relationships independently. Present portions of client meetings and communicate with clients independently. Knowledgeable of internal solutions for client base, including other service lines within Cerity Partners. 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. Must have comprehensive knowledge of investment accounts, products, and the forms required to transact business. Drive proactive process improvements for advisor and CSA team members. Proactively interact with clients and assist in creating an outstanding client experience. Present portions of client meetings and communicate with clients independently. Perform research on stocks, bonds, and other securities, utilizing various investment software including Bloomberg, YCharts, HiddenLevers, etc. Assist with the timely completion and submission of all client related transaction requests. Conduct independent research and build financial plans for prospective clients. Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney). Involvement in company committees and/or firm-wide initiatives. Required Qualifications: Bachelor's degree 0-3 years financial planning, estate planning, and/or tax planning/preparation experience Preferred Qualifications: Series 65 Completion of CFP or CFA designation- CPA, JD, CHFC, or another approved advanced designation/degree Skills and Competencies: Proficient in developing wealth planning and investment recommendations and able to present to clients when applicable. Proficiency in all CSA functions, plus: Ability to talk to clients independently. Ability to train and mentor CSA's. Ability to develop wealth planning and investment recommendations and present to clients when applicable. Demonstrate strong and effective leadership skills through clear communication and collaboration with others. Strong interpersonal and networking skills with both external clients and internal collaboration. Working knowledge of e-Money, Salesforce a strong plus. Ability to listen and empathize with clients, spot, and analyze issues, and simplify/explain financial concepts to provide solutions. Strong attention to detail, exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required. Must accept and thrive in a fast-paced, changing environment. Tenacious about doing what is right for the client - always. Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Compensation Range: $70,000-105,000 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: Health, dental, and vision insurance - day 1! 401(k) savings and investment plan options with 4% match Flexible PTO policy Parental Leave Financial assistance for advanced education and professional designations Opportunity to give back time to local communities Commuter benefits 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 **************************. Applicants must be authorized to work for any employer in the U.S.

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 team at our Norfolk office and join our 3rd annual Cerity Partners University class. What is Cerity Partners University? Cerity Partners University (CPU) focuses on the growth and development of newly hired colleagues, which takes place in our dedicated training space in Louisville, KY. During the in-person training, you will learn the basics of working with clients, train on the Cerity Partners Way, and prepare you to test for the Series 65. Training will begin in July and last for four weeks with all travel and expenses covered by the firm. After training you will return to your local office to start your wealth management journey and make your mark! 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 experience. Schedule client meetings. Receive client calls and resolve questions/issues as needed. Analyze and input client data into financial planning software. Assist with the timely completion and submission of all client related transaction requests. Preparing forms and reports for client meetings. Conduct independent research and build financial plans for prospective clients. Develop client recommendations with assistance from the Wealth Advisor. Assist in building comprehensive financial plans. Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney). Ongoing maintenance and quality control of CRM. Other duties as assigned Required Credentials: Bachelor's degree in finance or related field required Series 65 (to be obtained within three months of hire date) 0-2+ years financial planning, estate planning and/or tax planning/ preparation experience Pursuing or has attained a CFP Skills & Competencies: Ability to talk to clients independently Ability to train and mentor Client Service Associates Ability to develop wealth planning and investment recommendations and present to clients when applicable Working knowledge of e-Money, Salesforce a strong plus. Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required. Must accept and thrive in a fast-paced, changing environment. Ability to build and maintain relationships with potential and current clients. Tenacious about doing what is right for the client - always. Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times. Additional Requirements: Travel will be required for in person paid training in our Louisville, KY office Training will begin in July and last for 4 weeks Top Benefits & Rewards: Benefits: Health, Dental & Vision Insurance, Flexible spending accounts, Health Savings accounts, 401k savings & investment plan Education and Professional Certifications Reimbursement: Eligible for full time colleagues after 90 days of continuous active service. Flexible Paid Time off 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 **************************. Applicants must be authorized to work for any employer in the U.S.