Wealth Manager jobs in United States
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Creative Planning · 1 day ago

Wealth Manager

positionSan Jose, CA
timeFull-time
remoteOnsite
senioritySenior Level
money$175K/yr - $250K/yr
date7+ years exp

Creative Planning is a financial services firm, and they are seeking a Wealth Manager to work directly with clients on their financial, investment, insurance, tax, and estate planning needs. The Wealth Manager will be responsible for business development, client retention, and serving as the primary point of contact for clients.

ConsultingFinancial Services
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Growth Opportunities
Hiring Manager
Millie Brink
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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

Qualification

CFP®Series 65Financial services experienceMS WordExcelPowerPointPresentation skillsGraduate degreeDetail-orientedAdaptability

Required

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

10 or more years financial services experience to including direct sales with investment clients
Graduate degree consisting of JD, MBA or CPA
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

Company

Creative Planning

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Creative Planning is exclusive because their strategy for designing your investment portfolio is different.
dateFounded in 1982
location
Leawood, Kansas, USA
people-size1001-5000 employees
web-link
https://creativeplanning.com/

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
TPGGeneral Atlantic
2024-09-30Private Equity
2020-02-09Seed

Leadership Team

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Peter Mallouk
President & Chief Executive Officer
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Recent News

Investment News
Goldman Sachs Ayco adds Creative Planning to growing RIA referral program
2026-01-07
Investment News
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2026-01-06
Investment News
RIA M&A poised for another record year in 2026, DeVoe finds
2025-12-25
Company data provided by crunchbase