Wealth Strategy Advisor & Client Growth Lead

Creative Planning; Cleveland (OH); On-site; USD 90,000 - 140,000; Full time

Job summary

Creative Planning in Cleveland, OH seeks a Wealth Manager to work directly with clients to develop and implement strategies addressing their financial, investment, insurance, tax and estate planning needs.

You will serve as the primary contact for wealth management clients, drive business development, and ensure client retention by clearly presenting the services offered by Creative Planning. Strong communication and a detail-oriented approach are essential.

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

Responsibilities

• 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

Skills

Present complex financial topics

Detail-oriented

Education

Bachelor’s degree (finance/business/marketing)

Tools

MS Word

MS Excel

MS PowerPoint

Mobile OS (Android/iOS)

Job description

Creative Planning in Cleveland, OH seeks a Wealth Manager to work directly with clients to develop and implement strategies addressing their financial, investment, insurance, tax and estate planning needs.

You will serve as the primary contact for wealth management clients, drive business development, and ensure client retention by clearly presenting the services offered by Creative Planning. Strong communication and a detail-oriented approach are essential.