Wealth Manager Job at Creative Planning, Bay County, FL

SFhzWmtGYUx5RjhSMUZTdXBVZzZOWVpEVkE9PQ==
  • Creative Planning
  • Bay County, FL

Job Description

Creative Planning is a Nationally recognized wealth management firm that in conjunction with investment management services also provides full comprehensive financial planning in house. 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 talent 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

  • CFP®
  • 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 / QUALIFICATIONS

  • 10 or more years financial services experience to including direct sales with investment clients
  • Graduate degree consisting of JD, MBA or CPA

TECHNICAL SKILLS

  • Proficiency in MS Word, Excel and PowerPoint
  • Understanding of mobile operating systems such as Android or IOS
  • Ability to adapt and integrate new technology quickly

Job Tags

Local area,

Similar Jobs

TheraTrue Inc.

Project Manager (part-time) Job at TheraTrue Inc.

 ...environments and knows how to turn plans into action. Position Summary This role is based in Phoenix, AZand will begin as a part-time positionwith flexible hours based on workload and project phase. Occasional or infrequent travel may be required, depending on business... 

PMA USA (Performance Matters Associates, Inc.)

Insurance Sales Representative Job at PMA USA (Performance Matters Associates, Inc.)

 ...INC.), is a national company that provides insurance benefits solutions and markets voluntary...  ...life with its portfolio of supplemental health and life insurance products. What we offer...  ...4 day work week allows you to spend more time with your family As a Sales... 

Korn Ferry

Night shift Maintenance Technician (1st or 2nd shift) Job at Korn Ferry

 ...are fast growing and offer plenty of room for career growth and upward mobility. Compensation: $22.00-35.00/hour (day shift); night shift receives $2.00/hour shift differential Shifts: 1st Shift- 6:00AM-4:30PM 2nd Shift- 4:00PM-2:30AM What You Will Do... 

Clark International

Unarmed Security Officer Job at Clark International

 ...environment. Candidates must be able to interact with everyone in a professional manner. At Clark International, we strive to provide security services that are above industry standards. We are looking for self-motivated, competent individuals to provide corporate security... 

Refactor Games

Senior Technical Artist (Unreal Engine 5 / Sports) Job at Refactor Games

 ...Refactor Games is a AAA sports video game studio . We are developing the next generation of professional football (soccer) video games using Unreal Engine 5 . We are looking for a Senior Technical Artist focused on optimizing a visually rich and performant...