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Actively participate in community functions and continue to expand their knowledge in private wealth management services including credit, risk management, investments, financial planning, fiduciary, and insurance as well as real estate, retirement and tax planning while representing WSFS and its’ subsidiaries.
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Understanding of Advisory Solutions – Firm/Advisory/Client Discretionary Products, SMA, UMA, estate planning, trust services etc. You will take up a range of roles in the areas of process consulting, experience design, business analysis, applied AI, tech strategy, program and change management.
$93,500 - $118,500 a yearFull-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Creative addresses all aspects of financial planning from estate planning, tax strategy and risk management to retirement, education, charitable planning, and business advisory - using all in-house specialists.
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Creative Planning, LLC is an independent wealth management firm, whose affiliates also provide business consulting, tax, financial, and other professional services to clients.
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Prior work experience of 7 years either in management consulting or directly working on advisory business, technology or operational change initiatives in Wealth Management industry.
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The individual in this role will provide superior leadership and oversight of core financial services and information technology, including initiatives, vision and strategy, planning, implementation, and administration of financial governance, estate planning, wealth management, compliance, and taxation.
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Some experience in a financial services company with a focus on wealth management and/or financial planning is required, as well as an active CFP certification.
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BerganKDV recently joined Creative Planning, a top tier wealth management firm that provides investment management services and full comprehensive financial planning in-house.
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Together, we are building the nation’s preeminent wealth and business advisory practice, by providing a comprehensive suite of services that support and empower individuals, families, institutions and businesses.
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Our core services to families include Portfolio Management (asset allocation strategy, research, portfolio implementation, and investment reporting), Family Wealth (tax strategy and compliance, estate advisory, risk management, expense management and philanthropic planning and advisory), Capital Advisory (liquidity planning, capital structure advisory, lending and cash management), and Fiduciary (estate settlement, trusteeship and trust.
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Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars. Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model.
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Creative Planning also assists clients with external business services such as payroll, technology support, and attest work to name a few. Find and add Creative Planning wealth management tax documents, MLP K-1's, and other client information as needed.
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Knowledge of financial planning, wealth management and private banking. In addition, we develop integration and collaboration between advisory teams by solving complex operational problems, developing data analytics for management reporting and leading business technology initiatives.
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Tri Star provides comprehensive financial and advisory services including accounting, tax, tour management and wealth preservation strategy. Tri Star seeks to employ innovative methods to provide the highest level of accounting and business management services.
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Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance.
$35,000 - $85,000 a yearFull-timeExpandApply NowActive JobUpdated 12 days ago
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