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Lead Wealth Strategist & Client Mentor
Job in
Chester Springs, Chester County, Pennsylvania, 19425, USA
Listed on 2026-01-01
Listing for:
Creative Capital Wealth Management Group
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Location: Chester Springs
A client-focused wealth management firm in Chester Springs seeks a Senior Wealth Strategist with over 7 years of comprehensive financial planning experience. This hands-on, strategic role involves leading client relationships, managing a book of business, and mentoring junior team members. The ideal candidate excels in delivering sophisticated financial plans and is committed to building long-term trust with clients. Competitive base salary, health insurance, and retirement benefits are offered.
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