What are the responsibilities and job description for the Financial Services Manager position at Creative Capital Wealth Management Group?
Creative Capital Wealth Management Group – Chester Springs, PA
If you excel at managing details, supporting advisors, and ensuring a seamless client experience, this role may be the perfect fit. Creative Capital Wealth Management Group is a boutique wealth management firm serving high-net-worth individuals and business owners through specialized financial planning and alternative investment strategies. We are seeking a Client Service & Advisor Support Manager who can streamline workflows, support client communications, and ensure accuracy in all account-related processes.
This role is ideal for someone with strong financial services experience who enjoys being the central point of coordination between advisors, clients, custodians, and planning systems.
Compensation & Benefits
- $80,000–$90,000 salary (commensurate with experience)
- Bonus potential
- Paid Time Off
- Health & Dental insurance
- 401(k)
- On-site position in Chester Springs, PA
Salary : $80,000 - $90,000