Creative Financial Group · 1 week ago
Financial Services Professional
Fairfield, NJ
Full-time
Hybrid
New Grad, Entry Level
$75K/yr - $250K/yrCreative Financial Group is dedicated to supporting professionals in building their practices and achieving long-term goals. The role focuses on providing financial guidance, implementing industry best practices, and assisting clients with strategic business planning and compliance.
BankingFinanceVenture CapitalFinancial Services
Responsibilities
Building your practice from the ground-up
Providing support to achieve long-term goals for profit and growth
Developing and implementing industry best practices
Accessing industry experts and thought-leaders
Designing and implementing qualified retirement plan strategies
Evaluating companies on an independent basis and making suggestions for improvements
Minimizing losses due to unforeseen events
Researching the regulatory impact of business decisions
Assisting with executive compensation plans and key person insurance coverage
Walking clients through the business planning process and establishing long-term strategies for succession
Qualification
Required
Wanting to positively impact other people's lives
Looking to be part of a team and learn from experienced professionals
Driven to keep learning
Looking for a career that offers freedom, flexibility, and control
A goal-oriented self-starter
Wanting to be in control of your career and earnings potential
Company
Creative Financial Group
Creative Financial Group is a business financial services group based in Pennsylvania.
Founded in 1976
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Christopher Furrule, LUTCF
Chairman, CEO, General Agent
Thomas R. Grumbine II
Chief Financial Officer
Company data provided by crunchbase