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Wealth Manager The candidate works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. Will be 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. 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. Should have Bachelor’s degree, preferably in a related field such as finance, business or marketing. CFP Certificant is preferred. Graduate degree consisting of JD, MBA or CPA is desired. 10+ years financial services experience to including direct sales with invesment clients are preferred. Must have Series 65 (or equivalent). Should have 7 years financial services experience including direct sales with investment clients. Must have solid knowledge and ability to present complex financial topics to clients. Should have understanding and previous use of Windows 7 or 8. Must have understanding of mobile operating systems such as Android or IOS.
Company infoPeter Mallouk