National Wealth Manager

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

REQUIRED EXPERIENCE / QUALIFICATIONS
• CFP®
• Series 65 (or equivalent)
• 7 years financialservices experience including direct sales with investment clients
• Solid knowledge and ability to present complex financial topicsto 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 financialservices 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