Senior Wealth Advisor & Financial Planning Lead

Creative Planning; Fort Lauderdale (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

Creative Planning seeks a Wealth Manager to work directly with clients to develop and implement comprehensive financial, investment, tax and estate planning strategies. You will serve as the primary liaison, presenting Creative Planning's services clearly and driving client retention and growth.

The role demands leadership in client relationships, proficiency in creating and managing sophisticated financial plans, and a proactive approach to market development in a dynamic environment.

Qualifications

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

Responsibilities

• Serve as the primary point of contact for wealth management clients
• Create, deliver, execute and manage complex financial plans
• Increase market share in the local market
• Maintain a positive attitude and adaptability in a changing environment
• All other duties as assigned

Skills

Financial services

Direct sales

Presentation skills

Attention to detail

MS Office

Education

Bachelor's degree (finance/business/marketing)

JD/MBA/CPA (preferred)

Tools

MS Word

Excel

PowerPoint

Mobile OS (Android/iOS)

Job description

Creative Planning seeks a Wealth Manager to work directly with clients to develop and implement comprehensive financial, investment, tax and estate planning strategies. You will serve as the primary liaison, presenting Creative Planning's services clearly and driving client retention and growth.

The role demands leadership in client relationships, proficiency in creating and managing sophisticated financial plans, and a proactive approach to market development in a dynamic environment.