Wealth Manager
creative planningPittsburgh (PA)
About the role
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 / 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 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 / QUALIFICATIONS10 or more years financial services experience to including direct sales with investment clients Graduate degree consisting of JD, MBA or CPA TECHNICAL SKILLSProficiency in MS Word, Excel and Power Point Understanding of mobile operating systems such as Android or IOSAbility to adapt and integrate new technology quickly
Before you apply
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Your profile is current
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Two examples you can talk through
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A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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