Sr Wealth Manager

Overview

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.

• 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

• Serve as a primary advisor and trusted partner for high‑net‑worth clients, managing ongoing relationships and a book of business
• Lead the development, delivery, and ongoing refinement of comprehensive financial plans, including retirement planning, cash flow analysis, tax‑aware strategies, estate planning coordination, and risk management
• Utilize eMoney extensively to build, present, and monitor financial plans
• Conduct in-depth client meetings, portfolio reviews, and strategy sessions, both virtually and in person
• Provide strategic investment and planning recommendations aligned with client goals, life events, and market conditions
• Oversee and mentor Junior Wealth Strategists and/or support staff, providing guidance, feedback, and training
• Collaborate with firm leadership to improve planning processes, client experience, and operational efficiency
• Coordinate account setup, investment transactions, and documentation through Docupace
• Ensure compliance with regulatory standards and firm best practices
• Stay current on industry trends, planning strategies, and regulatory updates to deliver best‑in‑class advice

• Bachelor’s degree in Finance, Economics, or a related field
• 7+ years of experience in comprehensive financial planning or wealth management
• Or “Senior‑level planner with demonstrated experience managing client relationships and complex plans”
• Active Series 7 license required
• Series 65 and/or 66 required
• Insurance licenses are a plus
• Demonstrated experience managing a book of business
• Strong working knowledge of eMoney (required)
• Proven ability to lead, mentor, and collaborate with team members
• Excellent communication skills with a high level of confidence in client‑facing settings
• Strong analytical skills, attention to detail, and strategic thinking
• Commitment to delivering exceptional client service and long‑term client outcomes