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Senior Wealth Strategist: Lead Client Plans & Mentorship
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
Wealth Management
Job Description & How to Apply Below
A financial services company is seeking a Senior Wealth Strategist in Chester Springs, PA. The role involves leads in financial planning, managing high-net-worth clients, and mentoring junior staff. Candidates should have over 7 years of experience in financial planning, possess an active Series 7 license, and be proficient in eMoney. Offering a competitive salary up to $175,000, comprehensive benefits including 401(k), health insurance, and paid time off.
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Position Requirements
10+ Years
work experience
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