Senior Wealth Advisor & Client Growth Lead

Creative Planning; Portsmouth (NH); On-site; USD 90,000 - 150,000; Full time

Job summary

Creative Planning in Portsmouth, NH seeks a Wealth Manager to work directly with clients to develop and implement strategies across financial, investment, insurance, tax and estate planning needs. You will lead business development and client retention and serve as the primary point of contact for all client relationships.

The role requires the ability to present complex financial topics clearly, build trusted advisory relationships, and continuously expand market share in the local market while

Qualifications

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

Responsibilities

• Serve as the primary contact for wealth management clients and manage relationships.
• Assist in creating, delivering, execution and management of complex financial plans.
• Increase market share in the local Portsmouth market.
• Maintain a positive attitude and willingness to adapt in a rapidly changing environment.
• All other duties as assigned.

Skills

Financial services sales

Client presentation

Attention to detail

Education

Bachelor's degree in finance, business or marketing

Graduate degree (JD, MBA or CPA)

Tools

MS Word

Excel

PowerPoint

Mobile OS familiarity (Android/iOS)

Job description

Creative Planning in Portsmouth, NH seeks a Wealth Manager to work directly with clients to develop and implement strategies across financial, investment, insurance, tax and estate planning needs. You will lead business development and client retention and serve as the primary point of contact for all client relationships.

The role requires the ability to present complex financial topics clearly, build trusted advisory relationships, and continuously expand market share in the local market while