JOB SUMMARY
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.<\/p>\n
JOB DUTIES
\u2022 Serves as the primary point of contact for wealth management clients
\u2022 Assist in the creation, delivery, execution and management of complex financial
plans
\u2022 Increases market share in their local market
\u2022 Maintains a positive attitude and willingness to adapt in a rapidly changing
environment
\u2022 All other duties as assigned<\/p>\n
REQUIRED EXPERIENCE \/ QUALIFICATIONS
\u2022 CFP\u00ae
\u2022 Series 65 (or equivalent)
\u2022 7 years financialservices experience including direct sales with investment clients
\u2022 Solid knowledge and ability to present complex financial topicsto clients
\u2022 Ability to handle highly detailed work with a great degree of accuracy
\u2022 Bachelor\u2019s degree, preferably in a related field such as finance, business or
marketing<\/p>\n
PREFERRED EXPERIENCE \/ QUALIFICATIONS
\u2022 10 or more years financialservices experience to including direct sales with
investment clients
\u2022 Graduate degree consisting of JD, MBA or CPA<\/p>\n
TECHNICAL SKILLS
\u2022 Proficiency in MS Word, Excel and PowerPoint
\u2022 Understanding of mobile operating systems such as Android or IOS
\u2022 Ability to adapt and integrate new technology quickly<\/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":"Los Angeles","_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-1066","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\/1066","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=1066"}],"wp:term":[{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/banksandinsurancejobs.com\/es\/wp-json\/wp\/v2\/job-types?post=1066"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}