Wealth Manager

Creative Planning; San Francisco (CA); On-site; USD 80,000 - 150,000; Full time

Job summary

An established industry player is seeking a Director of Talent Acquisition to lead their wealth management initiatives. In this pivotal role, you will engage directly with clients, develop comprehensive financial strategies, and enhance business development efforts. The ideal candidate will possess significant financial services experience and a strong ability to present intricate financial concepts. Join a dynamic team where your expertise will drive client success and foster long-term relationships in a rapidly evolving environment. This is an exciting opportunity to make a meaningful impact in the financial services sector.

Qualifications

• 7+ years of financial services experience with direct sales.
• Solid knowledge of complex financial topics and client presentations.

Responsibilities

• Serve as the primary contact for wealth management clients.
• Assist in managing complex financial plans and increasing market share.

Skills

Financial Services Experience

Client Relationship Management

Business Development

Presentation Skills

Attention to Detail

Education

Bachelor’s Degree in Finance

Graduate Degree (JD, MBA, CPA)

Tools

MS Word

MS Excel

MS PowerPoint

Mobile Operating Systems (Android, iOS)

Job description

Director of Talent Acquisition at Creative Planning Inc.

Creative Planning is a nationally recognized wealth management firm that provides investment management services and comprehensive in-house financial planning. The Wealth Manager works directly with clients to develop and implement strategies addressing their financial, investment, insurance, tax, and estate planning needs. They are responsible for business development and client retention. The Wealth Manager serves as the primary point of contact for all client relationships and must effectively present the services offered by Creative Planning.

Note: We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our talent team directly.

Job Duties

• Serve as the primary point of contact for wealth management clients.
• Assist in the creation, delivery, execution, and management of complex financial plans.
• Increase market share in their local market.
• Maintain a positive attitude and adaptability in a rapidly changing environment.
• Perform all other duties as assigned.

Required Experience / Qualifications

• Series 65 (or equivalent).
• At least 7 years of financial services experience, including direct sales with investment clients.
• Solid knowledge of and ability to present complex financial topics to clients.
• Ability to handle highly detailed work with accuracy.
• Bachelor’s degree, preferably in finance, business, or marketing.

Preferred Experience / Qualifications

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

Technical Skills

• Proficiency in MS Word, Excel, and PowerPoint.
• Understanding of mobile operating systems like Android or iOS.
• Ability to quickly adapt and integrate new technology.

Additional Details

• Seniority Level: Mid-Senior level
• Employment Type: Full-time
• Job Functions: Business Development, Finance, Customer Service
• Industries: Investment Advice, Investment Management, Financial Services