Hiring: Wealth Manager Company: Creative Planning Location: Rochester, NY Job Posted Time: 2026-09-10 12:37:25 Target Skills & Keywords : Android, CFP, Microsoft Excel, Microsoft PowerPoint, Wealth Management, iOS About the job Experience: •7 years financial services experience including direct sales with investment clients • Solid knowledge and ability to present complex financial topics to clients Required Skills: •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 •Proficiency in MS Word, Excel and PowerPoint •Understanding of mobile operating systems such as Android or IOS •Demonstrated capacity to adapt and integrate new technology quickly Qualifications: •Demonstrated capacity 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 •10 or more years financial services experience to including direct sales with investment clients •Graduate degree consisting of JD, MBA or CPA Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!