Senior Wealth Advisor & Client Growth Leader
Creative Planning
Creative Planning seeks a Wealth Manager to work directly with clients to develop and implement strategies addressing financial, investment, insurance, tax and estate planning needs. You will be the primary contact for client relationships, presenting Creative Planning's services clearly and driving business development.
The role requires 7+ years in financial services with direct sales to investment clients and the ability to discuss complex topics with clients.
#J-18808-LjbffrVacancy posted 4 days ago
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