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Wealth Manager

Job

Creative Planning, LLC

Baltimore, MD (In Person)

Full-Time

Posted 5 days ago (Updated 2 days ago) • Actively hiring

Expires 7/11/2026

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Job Description

Wealth Manager
JOB SUMMARY
Creative Planning is a Nationally recognized wealth management firm that in conjunctionwith investment management services also provides full comprehensive financial planningin house.

The Wealth Manager works directly with clients to develop and implement strategies toaddress their financial, investment, insurance, tax and estate planning needs. They areresponsible for business development and client retention. The Wealth Manager is thepoint person for all client relationships and must have the ability to present the servicesoffered by Creative Planning in a clear and concise manner.
JOB DUTIES
  • Serves as the primary point of contact for wealth management clients
  • Assist in the creation, delivery, execution and management of complex financialplans
  • Increases market share in their local market
  • Maintains a positive attitude and willingness to adapt in a rapidly changingenvironment
  • All other duties as assigned
REQUIRED EXPERIENCE / QUALIFICATIONS
  • CFP®
  • 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
  • Proficiency in MS Word, Excel and PowerPoint
  • Understanding of mobile operating systems such as Android or IOS
  • Ability to adapt and integrate new technology quickly
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