Wealth Manager
Creative Planning · Rochester, New York, United States
FULL TIME
Job Description
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.
Please read the following job description thoroughly to ensure you are the right fit for this role before applying.
JOB DUTIESServes as the primary point of contact for wealth management clientsAssist in the creation, delivery, execution and management of complex financial plansIncreases market share in their local marketMaintains a positive attitude and willingness to adapt in a rapidly changing environmentAll other duties as assigned
REQUIRED EXPERIENCE / QUALIFICATIONSCFP® • 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 clientsAbility to handle highly detailed work with a great degree of accuracyBachelor’s degree, preferably in a related field such as finance, business or marketing
PREFERRED EXPERIENCE / QUALIFICATIONS xzbcwsv 10 or more years financial services experience to including direct sales with investment clientsGraduate degree consisting of JD, MBA or CPA
TECHNICAL SKILLSProficiency in MS Word, Excel and PowerPointUnderstanding of mobile operating systems such as Android or IOSAbility to adapt and integrate new technology quickly
Salary Range: $150,000+
Please read the following job description thoroughly to ensure you are the right fit for this role before applying.
JOB DUTIESServes as the primary point of contact for wealth management clientsAssist in the creation, delivery, execution and management of complex financial plansIncreases market share in their local marketMaintains a positive attitude and willingness to adapt in a rapidly changing environmentAll other duties as assigned
REQUIRED EXPERIENCE / QUALIFICATIONSCFP® • 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 clientsAbility to handle highly detailed work with a great degree of accuracyBachelor’s degree, preferably in a related field such as finance, business or marketing
PREFERRED EXPERIENCE / QUALIFICATIONS xzbcwsv 10 or more years financial services experience to including direct sales with investment clientsGraduate degree consisting of JD, MBA or CPA
TECHNICAL SKILLSProficiency in MS Word, Excel and PowerPointUnderstanding of mobile operating systems such as Android or IOSAbility to adapt and integrate new technology quickly
Salary Range: $150,000+
Details
| Company | Creative Planning |
| Location | Rochester, New York, United States |
| Type | FULL TIME |
| Niche | finance |