Wealth Manager

$150k

Creative Planning

The Wealth Manager works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. They are responsible for business development and client retention. The Wealth Manager is the point person for all client relationships and must have the ability to present the services offered by Creative Planning in a clear and concise manner.

JOB DUTIES

Serves as the primary point of contact for wealth management clients
Assist in the creation, delivery, execution and management of complex financial plans
Increases market share in their local market
Maintains a positive attitude and willingness to adapt in a rapidly changing environment
All other duties as assigned

REQUIRED EXPERIENCE / QUALIFICATIONS

CFP® • Series 65 (or equivalent)
7 years financial services experience including direct sales with investment clients • Solid knowledge and ability to present complex financial topics to clients
Ability to handle highly detailed work with a great degree of accuracy
Bachelor’s degree, preferably in a related field such as finance, business or marketing

PREFERRED EXPERIENCE / QUALIFICATIONS

10 or more years financial services experience to including direct sales with investment clients
Graduate degree consisting of JD, MBA or CPA

TECHNICAL SKILLS

Proficiency in MS Word, Excel and PowerPoint
Understanding of mobile operating systems such as Android or IOS
Ability to adapt and integrate new technology quickly

Salary Range: $150,000+

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Vacancy posted 3 days ago

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