Senior Wealth Strategist

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.

• Lead client relationships and manage a book of business.
• Mentor junior team members.
• Deliver sophisticated financial plans and build long‑term client trust.
• Help elevate the overall planning function of the firm.

• 7+ years of comprehensive financial planning experience.

• 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

• Mid‑Senior level

• Full‑time

• Finance and Sales