What are the responsibilities and job description for the Wealth Manager position at 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
Salary : $150,000