Creative Capital Wealth Management Group · 2 days ago
Sr 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 who thrives in a client-facing, consultative environment. This role involves leading client relationships, managing an established book of business, and mentoring junior team members while delivering sophisticated financial plans.
ConsultingFinancial ServicesInsuranceRetirement
Responsibilities
Lead client relationships
Manage an established book of business
Mentor junior team members
Deliver sophisticated financial plans
Build long-term client trust
Elevate the firm’s overall planning function through leadership and expertise
Qualification
Required
7+ years of comprehensive financial planning experience
Ability to lead client relationships
Experience managing an established book of business
Ability to mentor junior team members
Experience delivering sophisticated financial plans
Ability to build long-term client trust
Leadership and expertise in financial planning
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