Senior Wealth Manager: Client Relationships & Strategy

Creative Planning; Paramus (NJ); On-site; USD 90,000 - 160,000; Full time

Job summary

Creative Planning seeks a Wealth Manager to work directly with clients to develop and implement financial strategies across investments, insurance, tax and estate planning. The role emphasizes client relationships and business development in a dynamic market.

The Wealth Manager will serve as the primary contact for client engagements, presenting Creative Planning's services clearly and pursuing opportunities for growth within the local market.

Qualifications

• 7 years financial services experience including direct sales with investment clients.
• Ability to present complex financial topics to clients.

Responsibilities

• Serve as the primary point of contact for wealth management clients
• Assist in the creation, delivery, execution and management of complex financial plans
• Increase 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

Sales experience

Client communication

Detail oriented

Education

Bachelor's degree in finance/business/marketing

Tools

MS Word

Excel

PowerPoint

Mobile OS knowledge

Job description

Creative Planning seeks a Wealth Manager to work directly with clients to develop and implement financial strategies across investments, insurance, tax and estate planning. The role emphasizes client relationships and business development in a dynamic market.

The Wealth Manager will serve as the primary contact for client engagements, presenting Creative Planning's services clearly and pursuing opportunities for growth within the local market.