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.
JOB DUTIES
REQUIRED EXPERIENCE / QUALIFICATIONS
PREFERRED EXPERIENCE / QUALIFICATIONS
TECHNICAL SKILLS
Salary Range: $150,000+
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