Senior Wealth Manager - Client Strategy & Growth
Creative Planning
A prominent wealth management firm in Cleveland is seeking an experienced Wealth Manager to provide financial, investment, tax, and estate planning solutions for clients. The role demands 7+ years in financial services with direct sales experience, proficiency in client relationship management, and the ability to present detailed financial topics. A bachelor’s degree in a related field is required, with a preference for candidates holding a graduate degree. Strong skills in MS Office are necessary for success in this position. #J-18808-Ljbffr Creative Planning
Vacancy posted 2 days ago
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