- Salary Range: $45,000 - $60,000 (based on experience)
- Paid Time Off
- Health care benefits
- 401K
- 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 in-depth 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.
- Support the planning and delivery of client education seminars and workshops covering various financial subjects.
- Stay current with industry trends, regulatory shifts, and best practices in wealth management to ensure the provision of top-tier service to clients.
- Hold a Bachelor's degree in Finance, Economics, or a related field.
- Possess 1-2 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.
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Financial Assistant - Chester Springs, United States - Creative Capital Wealth Management Group
3 weeks ago
Description
Job Description
Job DescriptionAre 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:
$45,000 - $60,000
Responsibilities: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.
