- Paid Time Off
- Health care benefits
- 401K
- 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.
- 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.
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Junior Wealth Strategist - Chester Springs, United States - Creative Capital Wealth Management Group
3 weeks ago
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)
Responsibilities:
Qualifications:
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.
