| Location | Phoenix, AZ |
Title: Financial Planner Location: Various Job Description: JOB SUMMARY Creative Planning is a top tier wealth management firm that provides investment management services and full comprehensive financial planning in - house. Creative addresses all aspects of financial planning from estate planning, tax strategy and risk management to retirement, education and charitable planning - using all in -house specialists. We do not accept resume submissions from third -party recruiters or staffing agencies. Please contact our recruiting team directly. The Financial Planner interacts with clients daily to gather information, analyze information, develop recommendations, implement recommendations and monitor the financial plans of their clients. The Planner collaborates with one or more Wealth Managers in the firm to deliver expert, comprehensive financial advice to their clients. JOB DUTIES • Participates and conducts client meetings • Prepares the Financial Planning recommendations • Collaborates with members from each business line to best serve the client • Manages accuracy of internal Client Relationship Management (CRM) software • Implements Financial Planning recommendations • Monitors the Financial Plan and communicates with clients • Updates Financial Planning recommendations • Grey/overlapping tasks between department areas • All other duties as assigned REQUIRED EXPERIENCE / QUALIFICATIONS • CFP Certificant • Relevant Educational Background (Finance, Accounting or Business Administration) • 3 years financial services industry experience • Pass internal proficiency exams • Series 65 (or equivalent) attained within 120 days PREFERRED EXPERIENCE / QUALIFICATIONS • Previous financial planning experience TECHNICAL SKILLS • Microsoft Office proficiency • Keen attention to detail Salary Range: $70 ,000+