What are the responsibilities and job description for the Financial Planner position at Creative Planning?
Creative Planning is a top tier wealth management firm that provides
investment management services and full comprehensive financial planning in
house. Creative addresses all aspects of financial planning from estate
planning, tax strategy and risk management to retirement, education and
charitable planning – using all in-house specialists.
The Financial Planner is responsible for the last five of six steps in the CFP
Board’s Financial Planning Process. This individual 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
- CFP® Certificant
- 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
TECHNICAL SKILLS
- Microsoft Office proficiency
- Keen attention to detail
