Wealth Manager: Strategic Financial Planning & Growth

Creative Planning; Pittsburgh (Allegheny County); On-site; USD 90,000 - 125,000; Full time

Job summary

Creative Planning in Pittsburgh is seeking a Wealth Manager to work directly with clients to develop and implement strategies across financial, investment, insurance, tax and estate planning needs. You will serve as the primary point of contact for wealth management clients and help retain their business.

The role requires 7+ years in financial services with direct sales to investment clients and a Bachelor's degree in finance, business or marketing.

Qualifications

• 7+ years in financial services with direct sales to investment clients.
• Ability to present complex financial topics clearly.
• Bachelor’s degree in finance, business or marketing.
• Excellent attention to detail and accuracy.

Responsibilities

• Serve as the primary contact for wealth management clients.
• Assist in creating, delivering, execution and management of complex financial plans.
• Increase market share in the local market.
• Maintain a positive attitude in a rapidly changing environment.
• All other duties as assigned.

Skills

Financial services experience

Direct sales

Client presentation

Attention to detail

Education

Bachelor's degree in finance/business/marketing

Tools

MS Word

MS Excel

PowerPoint

Mobile OS awareness

Job description

Creative Planning in Pittsburgh is seeking a Wealth Manager to work directly with clients to develop and implement strategies across financial, investment, insurance, tax and estate planning needs. You will serve as the primary point of contact for wealth management clients and help retain their business.

The role requires 7+ years in financial services with direct sales to investment clients and a Bachelor's degree in finance, business or marketing.