Creative Capital Wealth Management Group · 1 week ago
Sr Wealth Manager
Chester Springs, PA
Full-time
Hybrid
Senior Level
$150K/yr - $175K/yr
7+ years expCreative Capital Wealth Management Group is a wealth management firm dedicated to providing exceptional client service to high-net-worth individuals. They are seeking a Senior Wealth Strategist with extensive financial planning experience to lead client relationships and mentor junior team members while delivering sophisticated financial plans.
ConsultingFinancial ServicesInsuranceRetirement
Responsibilities
Serve as a primary advisor and trusted partner for high-net-worth clients, managing ongoing relationships and a book of business
Lead the development, delivery, and ongoing refinement of comprehensive financial plans, including retirement planning, cash flow analysis, tax-aware strategies, estate planning coordination, and risk management
Utilize eMoney extensively to build, present, and monitor financial plans
Conduct in-depth client meetings, portfolio reviews, and strategy sessions, both virtually and in person
Provide strategic investment and planning recommendations aligned with client goals, life events, and market conditions
Oversee and mentor Junior Wealth Strategists and/or support staff, providing guidance, feedback, and training
Collaborate with firm leadership to improve planning processes, client experience, and operational efficiency
Coordinate account setup, investment transactions, and documentation through Docupace
Ensure compliance with regulatory standards and firm best practices
Stay current on industry trends, planning strategies, and regulatory updates to deliver best-in-class advice
Qualification
Required
Bachelor's degree in Finance, Economics, or a related field
7+ years of experience in comprehensive financial planning or wealth management
Or “Senior-level planner with demonstrated experience managing client relationships and complex plans”
Active Series 7 license required
Series 65 and/or 66 required
Demonstrated experience managing a book of business
Strong working knowledge of eMoney (required)
Proven ability to lead, mentor, and collaborate with team members
Excellent communication skills with a high level of confidence in client-facing settings
Strong analytical skills, attention to detail, and strategic thinking
Commitment to delivering exceptional client service and long-term client outcomes
Preferred
Insurance licenses a plus
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