Senior Wealth Advisor & Client Growth Leader

Creative Planning; McLean (VA); Vor Ort; USD 120.000 - 190.000; Vollzeit

Zusammenfassung

Creative Planning 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 be the primary contact for client relationships, presenting Creative Planning's services clearly and driving business development.

The role requires 7+ years in financial services with direct sales to investment clients and the ability to discuss complex topics with clients.

Qualifikationen

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

Aufgaben

• 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

Kenntnisse

Client relationships

Financial planning

Sales experience

Presentation skills

Ausbildung

Bachelor’s degree in finance

Graduate degree (JD/MBA/CPA)

Tools

MS Word

MS Excel

PowerPoint

Jobbeschreibung

Creative Planning 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 be the primary contact for client relationships, presenting Creative Planning's services clearly and driving business development.

The role requires 7+ years in financial services with direct sales to investment clients and the ability to discuss complex topics with clients.