Wealth Manager

Creative Planning; Raleigh (NC); On-site; USD 85,000 - 120,000; Full time

Job summary

A leading financial services firm in Raleigh, NC is seeking a Director of Talent Acquisition. You will be responsible for client relationship management and business development, helping implement financial strategies. Ideal candidates have at least 7 years of financial services experience, strong sales skills, and a degree in finance or business. This full-time role demands adaptability in a dynamic environment.

Qualifications

• 7 years financial services experience including direct sales with investment clients.
• Ability to handle highly detailed work with a great degree of accuracy.

Responsibilities

• Serves as the primary point of contact for wealth management clients.
• Assist in the creation, delivery, execution and management of complex financial plans.
• Maintains a positive attitude and willingness to adapt in a rapidly changing environment.

Skills

Sales skills

Financial analysis

Client relationship management

Education

Bachelor’s degree in finance, business or marketing

Graduate degree (JD, MBA or 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

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance, Sales, and Education

Industries

• Investment Management and Investment Advice

Location: Raleigh, NC