CREATIVE Financial Group, a fee based, holistic, advice driven firm is in search of a Wealth Manager to join our team! As a Wealth Manager with CREATIVE Financial Group, you’ll have a broad portfolio of products, best in class digital platforms, the ability to grow your book of business and the support needed to create a succession plan. Working side-by-side with experienced professional specialists, you’ll have access to a host of tools, resources, and training to develop and sharpen your practice.
Responsibilities
Prospecting for clients through networking and referrals
Developing and maintaining long-term relationships with clients
Providing financial solutions for clients through fact gathering and needs analyses
Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
Qualifications
Life and Health, SIE, Series 6/7, Series 63/65/66
Strong interpersonal skills
Presentation and organizational skills
Strong work ethic, self-motivated and goal-oriented
BA, BS, and/or Graduate Degree
Our professionals are backed by a team of experts bringing you the following top-notch services:
• A team-based approach to problem-solving that gives you access to industry experts and thought-leaders.
• Dedicated professionals assigned to your company, committed to your specific business needs.
• Experienced employee benefits personnel to help you design and implement qualified retirement plan strategies that benefit both you and your staff.
• Financial professionals with industry-specific knowledge who will evaluate your company on an independent basis and make suggestions for improvements.
• Insurance and risk management professionals to help minimize losses due to unforeseen events.
• Compliance experts who take the time to research the regulatory impact of business decisions and support your company as it grows.
• Knowledgeable personnel to assist you when setting up executive compensation plans and key person insurance coverage.
• Strategically focused professionals who will walk you through the business planning process and establish a long-term strategy for succession.
