JOB SUMMARY
Creative Planning is a top tier wealth management firm that provides investment
management services and full comprehensive financial planning inhouse. Creative addresses all aspects of financial planning from estate planning,
tax strategy and risk management to retirement, education and charitable
planning \u2013 using all in-house specialists.<\/p>\n
The Financial Planner interacts with clients daily to gather information, analyze
information, develop recommendations, implement recommendations and
monitor the financial plans of their clients. The Planner collaborates with one or
more Wealth Managers in the firm to deliver expert, comprehensive financial
advice to their clients.<\/p>\n
JOB DUTIES
\u2022 Participates and conducts client meetings
\u2022 Prepares the Financial Planning recommendations
\u2022 Collaborates with members from each business line to best serve the
client
\u2022 Manages accuracy of internal Client Relationship Management (CRM)
software
\u2022 Implements Financial Planning recommendations
\u2022 Monitors the Financial Plan and communicates with clients
\u2022 Updates Financial Planning recommendations
\u2022 Grey\/overlapping tasks between department areas
\u2022 All other duties as assigned<\/p>\n
REQUIRED EXPERIENCE \/ QUALIFICATIONS
\u2022 CFP\u00ae Certificant
\u2022 Relevant Educational Background (Finance, Accounting or Business
Administration)
\u2022 3 years financial services industry experience
\u2022 Pass internal proficiency exams
\u2022 Series 65 (or equivalent) attained within 120 days<\/p>\n
PREFERRED EXPERIENCE \/ QUALIFICATIONS
\u2022 Previous financial planning experience<\/p>\n
TECHNICAL SKILLS
\u2022 Microsoft Office proficiency
\u2022 Keen attention to detail<\/p>","protected":false},"author":1,"featured_media":897,"template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"_wp_convertkit_post_meta":{"form":"-1","landing_page":"0","tag":"0","restrict_content":"0"},"_promoted":"","_job_location":"Atlanta","_application":"careers@creativeplanning.com","_company_name":"Creative Planning","_company_website":"https:\/\/creativeplanning.com","_company_tagline":"","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":""},"job-types":[2],"class_list":["post-1039","job_listing","type-job_listing","status-expired","has-post-thumbnail","hentry","job-type-full-time"],"_links":{"self":[{"href":"https:\/\/banksandinsurancejobs.com\/es\/wp-json\/wp\/v2\/job-listings\/1039","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/banksandinsurancejobs.com\/es\/wp-json\/wp\/v2\/job-listings"}],"about":[{"href":"https:\/\/banksandinsurancejobs.com\/es\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/banksandinsurancejobs.com\/es\/wp-json\/wp\/v2\/users\/1"}],"wp:attachment":[{"href":"https:\/\/banksandinsurancejobs.com\/es\/wp-json\/wp\/v2\/media?parent=1039"}],"wp:term":[{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/banksandinsurancejobs.com\/es\/wp-json\/wp\/v2\/job-types?post=1039"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}