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\u2010house specialists.
The Financial Planner is responsible for the last five of six steps in the CFP Board\u2019s Financial Planning
Process. This individual 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:
\uf0b7 Participates and conducts client meetings
\uf0b7 Prepares the Financial Planning recommendations
\uf0b7 Collaborates with members from each business line to best serve the client
\uf0b7 Manages accuracy of internal Client Relationship Management (CRM) software
\uf0b7 Implements Financial Planning recommendations
\uf0b7 Monitors the Financial Plan and communicates with clients
\uf0b7 Updates Financial Planning recommendations
\uf0b7 Grey\/overlapping tasks between department areas
\uf0b7 All other duties as assigned<\/p>\n
REQUIRED EXPERIENCE\/QUALIFICATIONS:
\uf0b7 CFP\u00ae Certificant
\uf0b7 Relevant Educational Background (Finance, Accounting or Business Administration)
\uf0b7 3 years financial services industry experience
\uf0b7 Pass internal exams \u2010 Profiles\/Dashboards
\uf0b7 Series 65 (or equivalent) attained within 120 days<\/p>\n
PREFERRED EXPERIENCE \/ QUALIFICATIONS:
\uf0b7 Previous financial planning experience<\/p>\n
TECHNICAL SKILLS
\u2022 Microsoft Office proficiency
\u2022 Keen attention to detail 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":"McLean, Virginia","_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-1067","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\/1067","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=1067"}],"wp:term":[{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/banksandinsurancejobs.com\/es\/wp-json\/wp\/v2\/job-types?post=1067"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}