Wealth Manager

Creative Planning; Portsmouth (NH); On-site; USD 90,000 - 120,000; Full time

Job summary

A financial services company in Portsmouth, NH is seeking a Wealth Manager to develop and implement strategies addressing clients' financial needs. Responsibilities include serving as the main contact for clients and managing comprehensive financial plans. The ideal candidate will have 7+ years of experience in financial services and a Bachelor's degree in finance, business, or marketing. Strong communication skills and adaptability to new technology are essential. Competitive compensation offered.

Qualifications

• 7 years of experience in financial services with direct sales.
• Ability to present complex financial topics clearly.
• Attention to detail and accuracy in work.

Responsibilities

• Serve as the point of contact for wealth management clients.
• Assist in the creation and management of financial plans.
• Increase market share in local market.

Skills

client relationship management

business development

financial plan management

communication skills

adaptability

Education

Bachelor’s degree in finance, business or marketing

Graduate degree such as JD, MBA or CPA

Tools

MS Word

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