Wealth Manager: Strategic Financial Planner & Client

Creative Planning; City of Rochester (NY); On-site; USD 90,000 - 210,000; Full time

Job summary

Creative Planning in Rochester, NY seeks a Wealth Manager to work directly with clients to develop and implement strategies addressing financial, investment, insurance, tax and estate planning needs. You will lead business development and client retention, serving as the primary point of contact for client relationships and service delivery.

The role requires translating complex topics into clear guidance, presenting services effectively, and collaborating with specialists to grow the local

Qualifications

• 7 years financial services experience including direct sales with investment clients
• Ability to present complex financial topics to clients accurately
• Bachelor's degree in finance, business or marketing

Responsibilities

• Serve 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

Skills

Client relations

Sales experience

Financial planning

Investment knowledge

Communication

Education

Bachelor's degree in finance, business or related field

Tools

MS Word

Excel

PowerPoint

Job description

Creative Planning in Rochester, NY seeks a Wealth Manager to work directly with clients to develop and implement strategies addressing financial, investment, insurance, tax and estate planning needs. You will lead business development and client retention, serving as the primary point of contact for client relationships and service delivery.

The role requires translating complex topics into clear guidance, presenting services effectively, and collaborating with specialists to grow the local