What are the responsibilities and job description for the Senior Wealth Strategist position at Creative Capital Wealth Management Group?
Are you an experienced financial planner who thrives in a highly client-facing, consultative role and is ready to step into leadership? Creative Capital Wealth Management Group is seeking a Senior Wealth Strategist with 7 years of comprehensive financial planning experience to lead client relationships, manage a book of business, and mentor junior team members.
This is a hands-on, strategic role for a seasoned professional who excels at delivering sophisticated financial plans, building long-term client trust, and helping elevate the overall planning function of the firm.
Compensation & Benefits
This is a hands-on, strategic role for a seasoned professional who excels at delivering sophisticated financial plans, building long-term client trust, and helping elevate the overall planning function of the firm.
Compensation & Benefits
- Base Salary: $75,000 – $90,000 (based on experience)
- 401(k) with company match from day 1
- Health insurance paid
- Profit sharing eligibility after 12 months
- Paid Time Off
Salary : $75,000 - $90,000