Wealth Manager
5 days ago
CREATIVE Financial Group, a fee based, holistic, advice driven firm is in search of a Wealth Manager to join our team As a Wealth Manager with CREATIVE Financial Group, you’ll have a broad portfolio of products, best in class digital platforms, the ability to grow your book of business and the support needed to create a succession plan. Working side-by-side with experienced professional specialists, you’ll have access to a host of tools, resources, and training to develop and sharpen your practice.
Responsibilities
Prospecting for clients through networking and referrals
Developing and maintaining long-term relationships with clients
Providing financial solutions for clients through fact gathering and needs analyses
Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
Qualifications
Life and Health, SIE, Series 6/7, Series 63/65/66
Strong interpersonal skills
Presentation and organizational skills
Strong work ethic, self-motivated and goal-oriented
BA, BS, and/or Graduate Degree
Our professionals are backed by a team of experts bringing you the following top-notch services:
• A team-based approach to problem-solving that gives you access to industry experts and thought-leaders.
• Dedicated professionals assigned to your company, committed to your specific business needs.
• Experienced employee benefits personnel to help you design and implement qualified retirement plan strategies that benefit both you and your staff.
• Financial professionals with industry-specific knowledge who will evaluate your company on an independent basis and make suggestions for improvements.
• Insurance and risk management professionals to help minimize losses due to unforeseen events.
• Compliance experts who take the time to research the regulatory impact of business decisions and support your company as it grows.
• Knowledgeable personnel to assist you when setting up executive compensation plans and key person insurance coverage.
• Strategically focused professionals who will walk you through the business planning process and establish a long-term strategy for succession.
-
Wealth Manager
3 weeks ago
newtown square, United States Creative Financial Group Full timeCreative Financial Group, a fee based, holistic, advice driven firm is in search of a Wealth Manager to join our team! As a Wealth Manager with Creative Financial Group, you’ll have a broad portfolio of products, best in class digital platforms, the ability to grow your book of business and the support needed to create a succession plan. Working...
-
Wealth Manager
4 weeks ago
Newtown Square, United States Creative Financial Group Full timeCreative Financial Group, a fee based, holistic, advice driven firm is in search of a Wealth Manager to join our team! As a Wealth Manager with Creative Financial Group, you’ll have a broad portfolio of products, best in class digital platforms, the ability to grow your book of business and the support needed to create a succession plan. Working...
-
Wealth Manager
6 days ago
Newtown Square, United States Creative Financial Group Full timeCREATIVE Financial Group, a fee based, holistic, advice driven firm is in search of a Wealth Manager to join our team! As a Wealth Manager with CREATIVE Financial Group, you’ll have a broad portfolio of products, best in class digital platforms, the ability to grow your book of business and the support needed to create a succession plan. Working...
-
Wealth Manager
4 days ago
newtown square, United States Creative Financial Group Full timeCREATIVE Financial Group, a fee based, holistic, advice driven firm is in search of a Wealth Manager to join our team! As a Wealth Manager with CREATIVE Financial Group, you’ll have a broad portfolio of products, best in class digital platforms, the ability to grow your book of business and the support needed to create a succession plan. Working...
-
Associate, Client Advisory Professional
2 weeks ago
Newtown Square, Pennsylvania, United States PathStone Full timeJob Description:Pathstone has created an Associate Program to be an entry point to a career in Advisory at our firm. As part of this program, Associates will develop the skills and experience to work with some of the most complicated and sophisticated families in the wealth management industry.Key Responsibilities:Support the Client Advisory Team(s) in all...
-
Senior Planning Specialist
2 weeks ago
Newtown Square, Pennsylvania, United States PathStone Full timeJob SummaryPathstone is seeking a highly skilled and motivated individual to join our Client Operations team as a Senior Planning Specialist. As a key member of our team, you will be responsible for supporting the daily operations of individual Client Teams, including completing account applications, preparing fund subscription documents, and assisting in...
-
Associate, Client Advisory
3 weeks ago
Newtown Square, United States PathStone Full timePathstone Associate Program: A Client Advisory CareerPath! Pathstone has created an Associate Program to be an entry point to a career in Advisory at our firm. As part of this program, Associates will develop the skills and experience to work with some of the most complicated and sophisticated families in the wealth management industry. The program combines...
-
Senior Financial Advisor
3 weeks ago
Newtown Square, Pennsylvania, United States Vanguard Full timeJob SummaryVanguard is seeking a highly skilled Senior Financial Advisor to join our team. As a key member of our advisory team, you will be responsible for establishing and maintaining long-term advised relationships with clients. Your expertise in financial planning, investment strategies, and industry regulations will enable you to deliver personalized...
-
Relationship Manager
2 weeks ago
kennett square, United States Claire Myers Consulting Full timeOverview: Our client is seeking an experienced and dedicated Relationship Manager to join their team. This role is pivotal in both managing client relationships and delivering comprehensive wealth management services. The ideal candidate will have a strong background in financial planning, excellent communication skills, and the ability to independently...
-
Relationship Manager
2 days ago
kennett square, United States Claire Myers Consulting Full timeOverview: Our client is seeking an experienced and dedicated Relationship Manager to join their team. This role is pivotal in both managing client relationships and delivering comprehensive wealth management services. The ideal candidate will have a strong background in financial planning, excellent communication skills, and the ability to independently...
-
Relationship Manager
2 weeks ago
Kennett Square, United States Claire Myers Consulting Full timeOverview: Our client is seeking an experienced and dedicated Relationship Manager to join their team. This role is pivotal in both managing client relationships and delivering comprehensive wealth management services. The ideal candidate will have a strong background in financial planning, excellent communication skills, and the ability to independently...
-
Servicing Relationship Manager
3 weeks ago
Kennett Square, Pennsylvania, United States Claire Myers Consulting Full timeServicing Relationship Manager Overview: Our client is seeking an experienced and dedicated Servicing Relationship Manager to join their team. This role is pivotal in both managing client relationships and delivering comprehensive wealth management services. The ideal candidate will have a strong background in financial planning, excellent communication...
-
Servicing Relationship Manager
2 weeks ago
Kennett Square, Pennsylvania, United States Claire Myers Consulting Full timeJob Summary: Claire Myers Consulting is seeking an experienced Servicing Relationship Manager to join their team. This role is pivotal in managing client relationships and delivering comprehensive wealth management services. The ideal candidate will have a strong background in financial planning, excellent communication skills, and the ability to...
-
Servicing Relationship Manager
2 weeks ago
kennett square, United States Claire Myers Consulting Full timeOverview: Our client is seeking an experienced and dedicated Servicing Relationship Manager to join their team. This role is pivotal in both managing client relationships and delivering comprehensive wealth management services. The ideal candidate will have a strong background in financial planning, excellent communication skills, and the ability to...
-
Servicing Relationship Manager
2 months ago
Kennett Square, United States Claire Myers Consulting Full timeOverview: Our client is seeking an experienced and dedicated Servicing Relationship Manager to join their team. This role is pivotal in both managing client relationships and delivering comprehensive wealth management services. The ideal candidate will have a strong background in financial planning, excellent communication skills, and the ability to...
-
Servicing Relationship Manager
2 months ago
Kennett Square, United States Claire Myers Consulting Full timeOverview: Our client is seeking an experienced and dedicated Servicing Relationship Manager to join their team. This role is pivotal in both managing client relationships and delivering comprehensive wealth management services. The ideal candidate will have a strong background in financial planning, excellent communication skills, and the ability to...
-
Business Development Manager
2 months ago
Kennett Square, Pennsylvania, United States TalentWealth Full timeTalentWealth Recruiting, a boutique financial services firm, is seeking a skilled professional to fill a key role in their growing team. An independent RIA with over $1 billion in assets under management is looking for a CFP to serve as a Relationship Manager.Key Responsibilities:Develop and maintain strong relationships with clients, providing expert...
-
Relationship Manager
2 months ago
Kennett Square, United States TalentWealth Full timeTalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent RIA with over $1 Billion AUM based in Kennett Square, PA is hiring a CFP to become a Relationship Manager on their growing team. This position is 100% in-office Monday-Friday. ResponsibilitiesPrimary relationship manager assigned...
-
UHNW Tax Director
4 weeks ago
Foxcroft Square, United States Jobot Full timeJob OverviewWe are seeking a highly experienced Tax Director to join our team at Jobot, a top-ranked Philadelphia firm. As a Tax Director, you will be responsible for providing tax advisory services to ultra-high net worth families and other family offices.About UsJobot is a innovative wealth advisory firm that provides comprehensive family office services,...
-
Audit Manager
2 weeks ago
Mercerville-Hamilton Square, New Jersey, United States Platform Accounting Full timeJob Type: Full-timeDescriptionPlatform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and soon to be wealth management services to small and medium-sized businesses and their owners. We currently have 28 offices in 11 states with much more growth on the horizon. Our unique business model...