Wealth Manager: Strategic Financial Planner & Client

Creative Planning

City of Rochester (NY)

On-site

USD 90,000 - 210,000

Full time

14 days+

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Job summary

Creative Planning in Rochester, NY seeks a Wealth Manager to work directly with clients to develop and implement strategies addressing financial, investment, insurance, tax and estate planning needs. You will lead business development and client retention, serving as the primary point of contact for client relationships and service delivery.

The role requires translating complex topics into clear guidance, presenting services effectively, and collaborating with specialists to grow the local

Qualifications

7 years financial services experience including direct sales with investment clients
Ability to present complex financial topics to clients accurately
Bachelor's degree in finance, business or marketing

Responsibilities

Serve 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

Skills

Client relations

Sales experience

Financial planning

Investment knowledge

Communication

Education

Bachelor's degree in finance, business or related field

Tools

MS Word

Excel

PowerPoint

Job description

The role requires translating complex topics into clear guidance, presenting services effectively, and collaborating with specialists to grow the local

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