Wealth Manager

Creative Planning; Pittsburgh (Allegheny County); On-site; USD 90,000 - 125,000; Full time

Job summary

Creative Planning in Pittsburgh is seeking a Wealth Manager to work directly with clients to develop and implement strategies across financial, investment, insurance, tax and estate planning needs. You will serve as the primary point of contact for wealth management clients and help retain their business.

The role requires 7+ years in financial services with direct sales to investment clients and a Bachelor's degree in finance, business or marketing.

Qualifications

• 7+ years in financial services with direct sales to investment clients.
• Ability to present complex financial topics clearly.
• Bachelor’s degree in finance, business or marketing.
• Excellent attention to detail and accuracy.

Responsibilities

• Serve as the primary contact for wealth management clients.
• Assist in creating, delivering, execution and management of complex financial plans.
• Increase market share in the local market.
• Maintain a positive attitude in a rapidly changing environment.
• All other duties as assigned.

Skills

Financial services experience

Direct sales

Client presentation

Attention to detail

Education

Bachelor's degree in finance/business/marketing

Tools

MS Word

MS Excel

PowerPoint

Mobile OS awareness

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