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    Junior Wealth Strategist - Chester Springs, United States - Creative Capital Wealth Management Group

    Creative Capital Wealth Management Group
    Creative Capital Wealth Management Group Chester Springs, United States

    4 days ago

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    Description

    Job Description

    Job Description

    Are you passionate about finance and eager to make a difference in people's lives? If you have a year or two of experience in financial services and hold licenses such as Series 7, Series 66, and Series 65, we invite you to join our team as a Junior Wealth Strategist at Creative Capital Wealth Management Group. In this role, you will have the opportunity to provide internal sales support, engage directly with clients, and grow into a full-fledged Wealth Strategist within a year or two.

    Compensation:

    • Salary Range: $45,000 - $60,000 (based on experience)
    • Paid Time Off
    • Health care benefits
    • 401K
    Compensation:

    $45,000 - $60,000 at plan yearly

    Responsibilities:
    • Collaborate with the Senior Wealth Strategist to develop and implement personalized financial plans for clients, considering their goals, risk tolerance, and financial circumstances.
    • Conduct comprehensive financial analyses, including cash flow projections, retirement planning, and tax optimization strategies.
    • Provide internal sales support for other advisors in the firm, assisting with client presentations, proposal preparation, and investment research.
    • Act as a primary point of contact for clients, addressing inquiries, providing updates on financial plans and investments, and delivering exceptional service.
    • Conduct periodic portfolio reviews and recommend adjustments based on changing market conditions and client objectives.
    • Use data analysis to find ways to better serve all clients and help the business grow.
    • Assist in the preparation and delivery of client education seminars and workshops on various financial topics.
    • Stay abreast of industry trends, regulatory changes, and best practices in wealth management to ensure the delivery of high-quality service to clients.
    Qualifications:
    • Bachelor's degree in Finance, Economics, or related field.
    • 1-2 years of experience in financial services.
    • Series 7 license required.
    • Series 65, 66, 6 insurance license preferred.
    • Strong analytical skills and attention to detail.
    • Excellent communication and interpersonal skills.
    • Ability to work independently and collaboratively within a team.
    • Genuine passion for delivering exceptional client service.
    About Company

    Creative Capital Wealth Management Group, founded by Frederick Hubler in September 2003, is a wealth management firm dedicated to providing exceptional client service to a select group of high-net-worth individuals. Our mission is to offer our clients access to institutional strategies and platforms while tailoring our services to meet their unique financial needs.

    As a forward-thinking firm, we embrace technology to facilitate client interactions, offering both in-office and virtual meetings. Our client base extends to nearly 30 states, enabling us to deliver our services efficiently and effectively to a diverse clientele. At Creative Capital Wealth Management Group, we are committed to addressing every challenge and opportunity that our clients encounter, striving to keep them on track toward a purpose-driven financial future.

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