Financial Planner
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About The Position
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. The Financial Planner is responsible for the last five of six steps in the CFP Board's Financial Planning Process. This individual 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.
