Senior Wealth Advisor & Comprehensive Planning Lead

Creative Capital Wealth Management Group; Chester Springs (PA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

401(k) with Company Match

Job summary

Creative Capital Wealth Management Group is seeking a Wealth Strategist to join its Wealth Management and Planning team. The Wealth Strategist serves as the firm's primary client advisor, developing trusted relationships, delivering comprehensive financial planning, coordinating integrated wealth strategies, and providing ongoing guidance to help clients achieve financial and personal goals.

This role owns the overall client advisory relationship from discovery through ongoing planning,

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business preferred.
• Active FINRA Series 7 and Series 66 (or 63/65) are required for this role.
• Financial-services experience preferred, particularly in wealth management or planning.
• Ability to manage multiple priorities and deadlines without losing follow-through.
• Strong written and verbal communication and professional client presence.

Responsibilities

• Serve as the primary advisor and relationship owner, building trusted, long-term client relationships.
• Lead client discovery, planning, and review meetings per relationship management practices.
• Prepare recommendations and meeting materials, document action items, ensure timely follow-through.
• Conduct client discovery and financial analysis and develop integrated planning recommendations.
• Support client operations: new account applications, transfers, trades, deposits/withdrawals, beneficiary updates, contact updates.
• Build mastery of CCWMG's financial advisory business, products, value proposition, and service approach.

Skills

Client relationship management

Financial planning

Financial analysis

Regulatory compliance

Communication skills

Team collaboration

Education

Bachelor's degree in Finance, Economics, Accounting, Business

Tools

CRM software

Custodian platforms

Job description

Creative Capital Wealth Management Group is seeking a Wealth Strategist to join its Wealth Management and Planning team. The Wealth Strategist serves as the firm's primary client advisor, developing trusted relationships, delivering comprehensive financial planning, coordinating integrated wealth strategies, and providing ongoing guidance to help clients achieve financial and personal goals.

This role owns the overall client advisory relationship from discovery through ongoing planning,