Wealth Manager
4 months ago
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.
We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.
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
- CFP® Certificant
- Series 65 (or equivalent)
- 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
- MS Office /Windows experience
- Understanding of mobile operating systems such as Android or IOS
- Ability to adapt and integrate new technology quickly
-
Private Wealth Client Associate
2 weeks ago
Virginia Beach, United States Disability Solutions Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
-
Wealth Planner
3 weeks ago
Virginia Beach, United States Fidelity TalentSource LLC Full timeThe full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have.Job Description:Wealth PlannerAre you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families...
-
Wealth Planner
3 weeks ago
Virginia Beach, United States Fidelity TalentSource LLC Full timeThe full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have.Job Description:Wealth PlannerAre you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families...
-
Wealth Planner
4 weeks ago
virginia beach, United States Fidelity TalentSource LLC Full timeJob Description:Wealth PlannerAre you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.The Wealth Planner focuses on driving deeper and meaningful...
-
Wealth Management Executive Director
3 weeks ago
Newport Beach, California, United States BMO Financial Full time**About the Role**BMO Financial Group is seeking a highly skilled and experienced Wealth Management Executive Director to join our team. This key leadership role will be responsible for driving business growth, managing high-net-worth client relationships, and developing strategic initiatives to enhance our wealth management services.Key Responsibilities:
-
Strategic Wealth Manager Director
3 weeks ago
Newport Beach, California, United States BMO Financial Full timeJob OverviewWe are seeking a highly skilled Strategic Wealth Manager Director to join our team at BMO Financial Group. This role requires exceptional leadership and management skills, as well as in-depth knowledge of wealth management strategies and solutions.Key Responsibilities:Develop and execute business development strategies to attract and retain high...
-
Wealth Management Client Associate
2 weeks ago
Newport Beach, United States Disability Solutions Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
-
Newport Beach, United States Charles Schwab Full timePosition Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...
-
Wealth Advisor, Schwab Wealth Advisory
3 months ago
Laguna Beach, United States Charles Schwab Full timePosition Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...
-
Wealth Advisor, Schwab Wealth Advisory
3 months ago
Newport Beach, United States Charles Schwab Full timePosition Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...
-
Fidelity TalentSource LLC | Wealth Planner
4 weeks ago
virginia beach, United States Fidelity TalentSource LLC Full timeJob Description:Wealth PlannerAre you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.The Wealth Planner focuses on driving deeper and meaningful...
-
Wealth Management Associate
3 days ago
Hermosa Beach, California, United States Citigroup Inc Full timeAbout the Job FamilyThe Client Solutions Expert plays a crucial role in supporting Citigroup Inc's Private Client Coverage division. This dynamic professional works closely with Banker teams to deliver exceptional wealth management services to clients, leveraging industry expertise and analytical skills.Key Responsibilities:Demonstrate a solid understanding...
-
Registered Wealth Management Client Associate
2 weeks ago
West Palm Beach, United States Disability Solutions Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
-
Retirement and Wealth Management Advisor
3 days ago
Panama City Beach, Florida, United States Horace Mann Full timeEarn Unlimited Income PotentialIn this exciting opportunity, you'll have the chance to earn a salary between $60,000 - $100,000 annually, plus commissions, incentive bonuses, and trailers. Your primary responsibility will be to retain and grow Horace Mann's Life, Retirement, and Wealth Management business by leading marketing events at various worksites....
-
Sr Wealth Advisor
7 months ago
Newport Beach, United States Mercer Advisors Full timeMercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’...
-
Healthcare Operations Manager
2 weeks ago
Virginia Beach, Virginia, United States Brookdale Virginia Beach Full timeJob SummaryWe are seeking a passionate clinical leader to be our trusted care support for residents, families and staff at Brookdale Virginia Beach. The successful candidate must have prior leadership experience within an Assisted Living community or in Long Term Care.About the RoleThis is an incentive-based position, which may include bonuses, incentive or...
-
Private Wealth Advisor Director
3 weeks ago
Newport Beach, United States BMO Financial Full timeApplication Deadline:12/15/2024Address:4400 MacArthur Blvd.Job Family Group:Wealth Sales & ServiceProvides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an understanding of and care for the client through proactive...
-
Executive Administrative Assistant
13 hours ago
Virginia Beach, United States Alera Group Full timeJob DescriptionAscent Group, an Alera Group company, is looking for an Executive Administrative Assistant. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you! Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are...
-
Merrill Market Client Relationship Manager
2 weeks ago
Newport Beach, United States Disability Solutions Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
-
Licensed Agent Insurance Representative
2 weeks ago
Virginia Beach, United States Bankers Life Full timeLicensed Agent Insurance Representative Location: Virginia Beach, VA, United States Job Category: Licensed Agents Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion...