Website Creative Planning
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.
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
To apply for this job email your details to careers@creativeplanning.com