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.
We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.
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
PREFERRED EXPERIENCE / QUALIFICATIONS
TECHNICAL SKILLS
