You haven't searched anything yet.
Are you passionate about finance and eager to make a difference in people's lives? If you have a year or two of experience in financial services and hold licenses such as Series 7, Series 66, and Series 65, we invite you to join our team as a Junior Wealth Strategist at Creative Capital Wealth Management Group. In this role, you will have the opportunity to provide internal sales support, engage directly with clients, and grow into a full-fledged Wealth Strategist within a year or two.
Compensation:
$45,000 - $60,000 at plan yearly
Responsibilities:Creative Capital Wealth Management Group, founded by Frederick Hubler in September 2003, is a wealth management firm dedicated to providing exceptional client service to a select group of high-net-worth individuals. Our mission is to offer our clients access to institutional strategies and platforms while tailoring our services to meet their unique financial needs.
As a forward-thinking firm, we embrace technology to facilitate client interactions, offering both in-office and virtual meetings. Our client base extends to nearly 30 states, enabling us to deliver our services efficiently and effectively to a diverse clientele. At Creative Capital Wealth Management Group, we are committed to addressing every challenge and opportunity that our clients encounter, striving to keep them on track toward a purpose-driven financial future.
Full Time
$74k-93k (estimate)
04/29/2024
05/12/2024
ccwmg.com
Phoenixville, PA
<25