Wealth Strategist

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

CCWMG is seeking a Wealth Strategist to join our 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 that helps clients achieve their financial and personal goals.

This role owns the overall client advisory relationship from discovery through ongoing planning, check-ins, and annual reviews.

What You'll Do

• Serve as the primary advisor and relationship owner, building trusted, long-term client relationships through professionalism, fiduciary responsibility, proactive communication, education, and follow-through.
• Lead client discovery, planning, and review meetings in accordance with CCWMG relationship management practices.
• Prepare recommendations and meeting materials, document action items, and ensure timely follow-through.
• Conduct client discovery and financial analysis and develop integrated financial planning recommendations aligned with client objectives and the CCWMG Playbook.
• Support client operations as needed, including new account applications, transfer requests, trade requests, deposits and withdrawals, beneficiary updates, and client contact-information updates.
• Build mastery of CCWMG's financial advisory business, products, value proposition, and service approach while continuously strengthening business acumen and professional presence.

What We're Looking For

• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field preferred.
• Active FINRA Series 7 and Series 66 (or the combination of Series 63 and 65) are required for this role.
• Financial-services experience preferred, particularly in wealth management, financial planning, investment services, banking, insurance, or a similar client-service environment.
• Ability to manage multiple priorities, deadlines, and client needs without losing follow-through.
• Strong written and verbal communication skills and a professional client presence.
• Strong technology aptitude and ability to learn financial planning, CRM, custodian, and related systems.
• Collaborative, service-oriented approach and desire to contribute to a team environment.

Compensation and Benefits

• This role is not commission-based — compensation includes a competitive base salary plus bonus based on company and individual performance
• Health, Dental, and Vision insurance
• 401(k) with Company Match

Company Description

Creative Capital Wealth Management Group is an independent wealth firm focused on managing entire households rather than individual accounts, serving families and business owners whose finances span multiple entities, accounts, and strategies. With over 20 years of experience and operations across more than 30 states, the firm works with households in the $1M–$25M+ range that want an institutional approach to their wealth. Its proprietary Creative Capital Household Endowment Model (CCHEM) integrates public markets, private real estate, and alternative investments. The firm combines institutional portfolio management, integrated tax strategy, and household planning to address investments, taxes, cash flow, protection, estate, business, and legacy in a single framework.