Jr. Wealth Strategist
Job in
Chester Springs, Chester County, Pennsylvania, 19425, USA
Listed on 2026-02-06
Listing for:
Creative Capital Wealth Management Group
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services, Financial Advisor, Wealth Management
Job Description & How to Apply Below
Overview
Are you passionate about finance and eager to make a difference in people’s lives? If you have a year or two of experience in financial services and hold licenses such as Series 7, Series 66, and Series 65, we invite you to join our team as a Junior Wealth Strategist at Creative Capital Wealth Management Group. In this role, you will have the opportunity to provide internal sales support, engage directly with clients, and grow into a full-fledged Wealth Strategist within a year or two.
Responsibilities- Provide internal sales support and assist with client engagement.
- Engage directly with clients and support wealth planning initiatives.
- Develop toward becoming a Wealth Strategist within one to two years.
- 1–2 years of experience in financial services.
- Licenses such as Series 7, Series 66, and Series 65.
- Salary Range: $100,000 OTE (base + bonus potential)
- Bonus potential: 5–20% of base salary to end-of-year earnings
- Paid Time Off
- Health care benefits (Health & Dental Insurance)
- 401(k)
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