Creative Capital Wealth Management Group ยท 6 days ago
Jr. Wealth Strategist
Chester Springs, PA
Full-time
Onsite
Entry Level
$100K/yr - $100K/yr
1+ years expCreative Capital Wealth Management Group is looking for a passionate individual to join their team as a Junior Wealth Strategist. In this role, you will provide internal sales support, engage directly with clients, and have the opportunity to grow into a full-fledged Wealth Strategist within a year or two.
ConsultingFinancial ServicesInsuranceRetirement
Responsibilities
Provide internal sales support
Engage directly with clients
Grow into a full-fledged Wealth Strategist within a year or two
Qualification
Required
1-2 years of experience in financial services
Licenses such as Series 7, Series 66, and Series 65
Benefits
Paid Time Off
Health care benefits (Health & Dental Insurance)
401(K)
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