Talent.com
Jr. Wealth Strategist
Jr. Wealth StrategistCreative Capital Wealth Management Group • Chester Springs, PA, US
Jr. Wealth Strategist

Jr. Wealth Strategist

Creative Capital Wealth Management Group • Chester Springs, PA, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_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)
  • Bonus potential : 5-20% of base salary to end-of-year earnings.
  • Paid Time Off
  • Health care benefits (Health & Dental Insurance)
  • 401(K)

Compensation :

$45,000 - $60,000 DOE

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.
  • Coordinate preparing and submitting new account setups and investment transactions using Docupace
  • 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.
  • 2-3 years of experience in financial services.
  • Series 7 license required.
  • Series 65, 66, and 6 insurance license is a plus.
  • 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 clients access to institutional strategies and platforms while tailoring our services to meet their unique financial needs.

    Through our Retainer-Based Planning, we create customized financial plans for each client, focusing on their specific goals and objectives. We offer a proactive and personalized approach, guiding clients through the complexities of the financial services world. We also offer more traditional asset management services.

    As a forward-thinking firm, we embrace technology to facilitate client interactions, offering both in-office and virtual meetings. The client base extends to nearly 30 states, enabling us to deliver our services efficiently and effectively to a diverse clientele.

    serp_jobs.job_alerts.create_a_job

    Wealth Strategist • Chester Springs, PA, US