Financial Planner
Creative Planning
Director of Talent Acquisition at Creative Planning Inc. The Financial Planner interacts with clients daily to gather information, analyze information, develop recommendations, implement recommendations and monitor the financial plans of their clients. The Planner collaborates with one or more Wealth Managers in the firm to deliver expert, comprehensive financial advice to their clients. We do not accept resume submissions from third‑party recruiters or staffing agencies. Please contact our recruiting team directly. JOB DUTIES Participates and conducts client meetings Prepares the Financial Planning recommendations Collaborates with members from each business line to best serve the client Manages accuracy of internal Client Relationship Management (CRM) software Implements Financial Planning recommendations Monitors the Financial Plan and communicates with clients Updates Financial Planning recommendations Grey/overlapping tasks between department areas All other duties as assigned REQUIRED EXPERIENCE / QUALIFICATIONS Relevant Educational Background (Finance, Accounting or Business Administration) 3 years financial services industry experience Pass internal exams - Profiles/Dashboards Series 65 (or equivalent) attained within 120 days PREFERRED EXPERIENCE / QUALIFICATIONS Previous financial planning experience TECHNICAL SKILLS Keen attention to detail Seniority level Associate Employment type Full-time Job function Finance and Strategy/Planning Investment Management We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Vacancy posted 4 days ago
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