Senior Wealth Strategist
Job in
Chester Springs, Chester County, Pennsylvania, 19425, USA
Listed on 2025-12-23
Listing for:
Creative Capital Wealth Management Group
Full Time
position Listed on 2025-12-23
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
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.
Responsibilities- 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
Position Requirements
10+ Years
work experience
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