Talent.com
Wealth Manager (Dallas)
Wealth Manager (Dallas)Creative Planning • Dallas, TX, US
Wealth Manager (Dallas)

Wealth Manager (Dallas)

Creative Planning • Dallas, TX, US
[job_card.variable_hours_ago]
[job_preview.job_type]
  • [job_card.part_time]
[job_card.job_description]

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

  • 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 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
  • Bachelors 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
    • [job_alerts.create_a_job]

    Wealth Manager • Dallas, TX, US

    [internal_linking.similar_jobs]
    Physician Family Practice-Without OB - Competitive Salary

    Physician Family Practice-Without OB - Competitive Salary

    Archway Physician Recruitment • Ennis, TX, US
    [job_card.full_time]
    Bilingual Family Medicine Opening Near Dallas, TX.Located in Ennis, TX - Dallas 35mSeeking an experienced Spanish Bilingual Family Medicine physician for a clinic located on the hospital campus.Out...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    CDL A Owner Operators Home Daily - Annual potential up to $180K

    CDL A Owner Operators Home Daily - Annual potential up to $180K

    Dunavant Logistics • Ennis, TX
    [job_card.full_time]
    Call 866-535-6884 to speak to someone today!.DISCOVER A PLATFORM BUILT FOR DRIVERS WHO WANT STEADY MILES, GREAT PAY AND A RELIABLE SCHEDULE - IT'S ALL HERE! . Home Daily Local & Regional Work TW...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Wealth Management Associate with Future Leadership Opportunity (Dallas)

    Wealth Management Associate with Future Leadership Opportunity (Dallas)

    Lemnis Capital • Dallas, TX, United States
    [job_card.full_time]
    At Lemnis Capital, we value your ambition.We work hard to create a culture where you can move forward as fast as you're capable. Our LC Elite Program is an established management track designed to h...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Wealth Management Trainee (Dallas)

    Wealth Management Trainee (Dallas)

    Bankers Life • Dallas, TX, United States
    [job_card.full_time]
    What are you looking for in your next opportunitygrowth, purpose, ownership, and real impact? At Bankers Life, were looking for driven individuals who want more than just a job.As part of our team,...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Director of Business Development - Home Health

    Director of Business Development - Home Health

    Optum • DALLAS, Texas, United States
    [job_card.full_time]
    LHC Group, a leading post-acute care partner for hospitals, physicians and families nationwide.As members of the Optum family of businesses, we are dedicated to helping people feel their best, incl...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Financial Advisor / Wealth Manager - Dallas, TX (Dallas)

    Financial Advisor / Wealth Manager - Dallas, TX (Dallas)

    Texas Financial Advisors • Dallas, TX, United States
    [job_card.permanent]
    Texas Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own.You dont need prior finance experience to join our team, but you do need energy...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Senior Vice President - Wealth Advisor (Dallas)

    Senior Vice President - Wealth Advisor (Dallas)

    Coda SearchStaffing • Dallas, TX, US
    [job_card.part_time]
    Our client is a leading financial planning and advisory firm dedicated to providing innovative and personalized wealth management solutions. They are known for their client-centric approach and use ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Asset Manager (Dallas)

    Asset Manager (Dallas)

    Bridge Investment Group • Dallas, TX, United States
    [job_card.full_time]
    Asset Manager Multifamily Investments.Join a dynamic, collaborative team managing a national portfolio of institutional-grade multifamily assets. As an Asset Manager, youll lead property-level perf...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Wealth Advisor Partner

    Wealth Advisor Partner

    Wisepath Group • Dallas, TX, US
    [job_card.permanent]
    [filters_job_card.quick_apply]
    Wealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform Why Join Us?.At Wisepath Financial Group , we equip elite advisors with the freedom of an independent model, ...[show_more]
    [last_updated.last_updated_30]
    Wealth Manager (Dallas)

    Wealth Manager (Dallas)

    Creative Planning • Dallas, TX, United States
    [job_card.full_time]
    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 C...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Entry Level - Wealth Management Associate (Dallas)

    Entry Level - Wealth Management Associate (Dallas)

    Equitable Advisors • Dallas, TX, United States
    [job_card.full_time]
    At Lemnis Capital, we value your ambition.We work hard to create a culture where you can move forward as fast as you're capable. Our LC Elite Program is an established management track designed to h...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Paraplanner (Dallas)

    Paraplanner (Dallas)

    Quotient Wealth Partners • Dallas, TX, United States
    [job_card.full_time]
    The Paraplanner is a client-facing role focused on managing and deepening relationships with individuals and families.While the Wealth Advisor serves as the primary point of contact and lead adviso...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Field Sales Representative - Dallas, TX

    Field Sales Representative - Dallas, TX

    Gorilla USA Corp • Dallas, TX, US
    [job_card.full_time]
    Field Sales Representative - Dallas, TX.Full Time – Associate .Food & Beverage Services .Gorilla Energy is a top 10 energy brand in the world disrupting the energy category and ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Wealth Advisor (Dallas)

    Senior Wealth Advisor (Dallas)

    Sage Search Partners • Dallas, TX, United States
    [job_card.full_time]
    Senior Wealth Advisor (Compensation : ~$350,000$400,000 total, depending on book size).Sage Search Partners is seeking a Senior Wealth Advisor for an independent, boutique wealth management firm in ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    National Health and Wellness Specialist

    National Health and Wellness Specialist

    Pegasus Senior Living • Dallas, TX, US
    [job_card.full_time]
    Do you have a passion to serve Seniors? More importantly, do you want to know that every day you are making a difference in a resident’s life? Then come join our team!.Great Place to Work Cer...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Territory Sales Representative - Dallas

    Territory Sales Representative - Dallas

    SalesFirst Recruiting-1 • Dallas, TX, US
    [job_card.full_time]
    This technology company partners with K–12 schools nationwide to modernize how they manage events, fundraise, and engage their communities. Their platform integrates online ticketing, digital ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor (Dallas)

    Financial Advisor (Dallas)

    BFS Advisory Group • Dallas, TX, US
    [job_card.part_time]
    The AssociateWealth Advisorposition will be responsible for serving, engaging, and retaining existing clients, as well as onboarding new clients. You will providewealth management and financial plan...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Director, Business Development-Dallas

    Director, Business Development-Dallas

    BBG, INC. • Dallas, TX, US
    [job_card.full_time]
    The Director, Business Development requires a self-motivated, driven individual that will be responsible for.They must attend local industry events, build trust and act as.They will work closely wi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]