What are the responsibilities and job description for the Sr Wealth Manager position at Creative Capital Wealth Management Group?
Are you an experienced financial planner who thrives in a highly client-facing, consultative environment and is ready to take on a leadership role? Creative Capital Wealth Management Group is seeking a Senior Wealth Strategist with 7 years of comprehensive financial planning experience to lead client relationships, manage an established 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 elevating the firm’s overall planning function through leadership and expertise.
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 elevating the firm’s overall planning function through leadership and expertise.
Compensation & Benefits
- Salary: $150,000 – $175,000 (DOE, base commission)
- 401(k) with company match from day 1
- Health insurance paid
- Profit sharing eligibility after 12 months
- Paid Time Off
Salary : $150,000 - $175,000