Financial Assistant - Chester Springs, United States - Creative Capital Wealth Management Group

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

4 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
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 a Series 7 license? We invite you to join our team as a Financial Assistant 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


Responsibilities:


  • Collaborate with the Senior Wealth Strategist to craft and implement personalized financial plans for clients, taking into account their objectives, risk tolerance, and financial circumstances.
  • Perform indepth financial analyses, encompassing cash flow projections, retirement planning, and strategies for optimizing tax efficiency.
  • Offer internal sales assistance to fellow advisors within the firm, aiding in client presentations, assembling proposals, and conducting investment research.
  • Serve as a primary contact for clients, addressing inquiries, furnishing updates on financial plans and investments, and delivering exceptional service experiences.
  • Conduct routine reviews of portfolios and recommend modifications based on evolving market conditions and client goals.
  • Utilize data analysis to identify opportunities for enhancing client service and contributing to business growth.
  • Stay current with industry trends, regulatory shifts, and best practices in wealth management to ensure the provision of toptier service to clients.

Qualifications:


  • Hold a Bachelor's degree in Finance, Economics, or a related field.
  • Possess 12 years of experience in financial services.
  • Must have a Series 7 license.
  • Series 65, 66, 6 insurance license preferred.
  • Demonstrate strong analytical capabilities and meticulous attention to detail.
  • Exhibit excellent communication and interpersonal skills.
  • Ability to thrive both independently and as part of a collaborative team environment.
  • 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.

More jobs from Creative Capital Wealth Management Group
See all jobs of Creative Capital Wealth Management Group