Wealth Manager

Creative Planning; McLean (VA); On-site; USD 120,000 - 190,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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

Skills

Client relationships

Financial planning

Sales experience

Presentation skills

Education

Bachelor’s degree in finance

Graduate degree (JD/MBA/CPA)

Tools

MS Word

MS Excel

PowerPoint

Job description

The Wealth Manager works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. They are responsible for business development and client retention. The Wealth Manager is the point person for all client relationships and must have the ability to present the services offered by Creative Planning in a clear and concise manner.

JOB DUTIES

• 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 and willingness to adapt in a rapidly changing environment
• All other duties as assigned

REQUIRED EXPERIENCE / QUALIFICATIONS

• 7 years financial services experience including direct sales with investment clients Solid knowledge and ability to present complex financial topics to clients
• Ability to handle highly detailed work with a great degree of accuracy
• Bachelor’s degree, preferably in a related field such as finance, business or marketing

PREFERRED EXPERIENCE / QUALIFICATIONS

• 10 or more years financial services experience to including direct sales with investment clients
• Graduate degree consisting of JD, MBA or CPA

TECHNICAL SKILLS

• Proficiency in MS Word, Excel and PowerPoint
• Understanding of mobile operating systems such as Android or IOS
• Ability to adapt and integrate new technology quickly