Creative Capital Wealth Management Group · 1 month ago
Senior Wealth Manager
Chester Springs, PA
Full-time
Onsite
Senior Level
$150K/yr - $175K/yr
7+ years expCreative Capital Wealth Management Group is seeking a Senior Wealth Strategist with 7+ years of comprehensive financial planning experience. The role involves leading client relationships, managing a book of business, and mentoring junior team members.
ConsultingFinancial ServicesInsuranceRetirement
Responsibilities
Lead client relationships
Manage a book of business
Mentor junior team members
Deliver sophisticated financial plans
Build long-term client trust
Help elevate the overall planning function of the firm
Qualification
Required
7+ years of comprehensive financial planning experience
Experience in a highly client-facing, consultative role
Ability to lead client relationships
Experience managing a book of business
Ability to mentor junior team members
Proven track record of delivering sophisticated financial plans
Ability to build long-term client trust
Experience in elevating the overall planning function of the firm
Benefits
401(k) with company match from day 1
Health insurance paid
Profit sharing eligibility after 12 months
Paid Time Off
Company
Creative Capital Wealth Management Group
Creative Capital Wealth Management Group provides housing endowment models, insurance, retirement planning and second opinion services.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase