Direct message the job poster from Creative Planning
Rita Mrad Zegeer, SHRM-CP®
Talent Acquisition Consultant at Creative Planning
Creative Planning, is a leading retirement plan advisor to employers and employees nationwide providing fiduciary consulting, investment advice, compliance support, and employee financial education.
The Associate Consultant delivers high quality and efficient service to both internal and external clients through Strategic and & day-to-day management of an assigned group of accounts. This role will require maintaining a book of retirement service business on core accounts, and occasionally partnering with Senior Consultants and Team Leaders.
We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.
JOB DUTIES:
Maintain Salesforce records on assigned accounts
Request and prepare client materials
Review meeting materials for accuracy
Manage client relationships
Attend client meetings
Manage any follow-ups (e.g., meeting minutes, fund changes, match calculations)
Manage client projects (e.g., RFPs, M&A activity, plan consolidation)
Assist with due diligence projects and strategy
Manage various projects simultaneously
Must be able to interact and communicate at ease with all levels within the organization via phone, email, and/or in-person
Other duties may be assigned
REQUIRED EXPERIENCE/QUALIFICATIONS:
B.A. or B.S. from an accredited university
Series 65/66 license or ability to obtain within 90 days
3-5 years’ experience in professional services, preferably in investment services
Exceptional verbal, written and interpersonal skills required
Strong presentation skills
Extremely detail-oriented
Strong communication and collaboration skills
Customer service skills
Ability to comprehend, analyze and interpret documents
Employment type
Full-time
Job function
Consulting and Customer Service
Industries
Financial Services
Referrals increase your chances of interviewing at Creative Planning by 2x