Senior Wealth Manager: Client Growth & Planning

Creative Planning; Portland (OR); Vor Ort; USD 110.000 - 160.000; Vollzeit

Zusammenfassung

Creative Planning is seeking a Wealth Manager to develop and implement strategies addressing financial, investment, insurance, tax, and estate planning needs for clients in Portland. The role drives client retention and business development, serving as the main liaison to present Creative Planning's services clearly.

Responsibilities include leading wealth management discussions, creating comprehensive financial plans, and expanding market share in the local area while adapting to a dynamic

Qualifikationen

• 7 years financial services experience including direct sales with investment clients
• Ability to present complex financial topics to clients with clarity
• Bachelor's degree in finance, business or marketing preferred
• Graduate degree (JD, MBA or CPA) preferred

Aufgaben

• 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 in a rapidly changing environment
• All other duties as assigned

Kenntnisse

Client relationship management

Sales experience

Attention to detail

Presenting complex financial topics

Ausbildung

Bachelor's degree in finance, business or marketing

Graduate degree (JD, MBA or CPA)

Tools

MS Word

Excel

PowerPoint

Mobile OS knowledge

Jobbeschreibung

Creative Planning is seeking a Wealth Manager to develop and implement strategies addressing financial, investment, insurance, tax, and estate planning needs for clients in Portland. The role drives client retention and business development, serving as the main liaison to present Creative Planning's services clearly.

Responsibilities include leading wealth management discussions, creating comprehensive financial plans, and expanding market share in the local area while adapting to a dynamic