Wealth Manager

Creative Planning; Princeton (NJ); On-site; USD 100,000 - 130,000; Full time

Job summary

A financial services firm in New Jersey is seeking a Director of Talent Acquisition to manage the wealth management client relationships, develop financial strategies, and present services clearly. The ideal candidate will have at least 7 years of experience in financial services, strong sales skills, and proficiency in MS Office. A Bachelor's degree is required, with a preference for advanced degrees. This role plays a critical part in business development and client retention.

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.

Responsibilities

• Primary point of contact for wealth management clients.
• Assist in creating, delivering, executing financial plans.
• Increase market share in local market.

Skills

Financial services expertise

Sales abilities

Presentation skills

Detail orientation

Education

Bachelor’s degree in finance, business or marketing

Graduate degree (JD, MBA, CPA)

Tools

MS Word

Excel

PowerPoint

Job description

Director of Talent Acquisition at Creative Planning Inc.

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