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Emerging Wealth Strategist: into Senior

Job in Chester Springs, Chester County, Pennsylvania, 19425, USA
Listing for: Creative Capital Wealth Management Group
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Emerging Wealth Strategist: Grow into Senior Role
Location: Chester Springs

A financial services firm is seeking a Junior Wealth Strategist in Chester Springs, PA. In this role, you'll provide internal sales support, engage directly with clients, and work towards becoming a full-fledged Wealth Strategist within 1-2 years. Ideal candidates have 1-2 years in financial services and necessary licenses like Series 7, 66, and 65. The position offers a competitive salary with bonus potential, health care benefits, and a supportive PTO policy.
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Position Requirements
10+ Years work experience
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