Associate Financial Advisor
Creative Capital Wealth Management Group
- Chester Springs, PA
- $45,000-60,000 per year
- Permanent
- Full-time
- Salary Range: $45,000 - $60,000 (based on experience)
- Bonus potential: 5-20% of base salary to end-of-year earnings.
- Paid Time Off
- Health care benefits (Health & Dental Insurance)
- 401(k)
- Support senior advisors with client service, financial planning, and portfolio management tasks
- Assist in creating customized financial strategies based on clients’ needs and goals
- Help prepare client presentations, proposals, and investment research
- Serve as a contact point for client inquiries and maintain excellent service standards
- Conduct periodic reviews of client portfolios and suggest updates as appropriate
- Manage account documentation and transactions using firm systems
- Stay current on industry trends, products, and regulatory changes
- Contribute to client education through seminars and workshops
- Bachelor’s degree in Finance, Economics, or related field preferred
- 1-3 years of experience in financial services or related industry
- Required licenses: Series 7 (others such as Series 65, 66, or insurance licenses a plus)
- Strong analytical and communication skills
- Ability to work independently and as part of a team
- Commitment to providing outstanding client service
Creative Capital Wealth Management Group, founded by Frederick Hubler in September 2003, is a wealth management firm dedicated to providing exceptional client service to a select group of high-net-worth individuals. Our mission is to offer clients access to institutional strategies and platforms while tailoring our services to meet their unique financial needs.Through our Retainer-Based Planning, we create customized financial plans for each client, focusing on their specific goals and objectives. We offer a proactive and personalized approach, guiding clients through the complexities of the financial services world. We also offer more traditional asset management services.As a forward-thinking firm, we embrace technology to facilitate client interactions, offering both in-office and virtual meetings. The client base extends to nearly 30 states, enabling us to deliver our services efficiently and effectively to a diverse clientele.