Certified Financial Advisor

2 weeks ago


Chester Springs, Pennsylvania, United States Creative Capital Wealth Management Group Full time
Job Overview

Creative Capital Wealth Management Group is a distinguished firm established to provide exceptional financial guidance to a select clientele of affluent individuals. Our commitment is to develop customized financial strategies utilizing our innovative Retainer Based Planning model, specifically designed to align with each client's unique goals and aspirations.

We are currently seeking a Certified Financial Planner (CFP) to enhance our team. The successful candidate will play a crucial role in formulating and implementing comprehensive financial strategies tailored to the individual requirements of our clients. Key responsibilities include collaborating closely with clients to understand their financial objectives, providing strategic insights, and overseeing their progress towards achieving financial stability.

Compensation: Salary Range: $110,000 - $115,000 (commensurate with experience)

  • Generous Paid Time Off
  • Health care benefits
  • 401k plan

Responsibilities:

  • Conduct in-depth client consultations to assess financial situations, aspirations, and risk tolerance.
  • Develop personalized financial plans encompassing investment strategies, estate planning, retirement planning, and tax optimization.
  • Implement recommendations and manage client portfolios to ensure alignment with financial goals.
  • Provide ongoing financial advice and support, adapting to changes in client circumstances and market conditions.
  • Utilize advanced financial planning software to enhance client interactions and streamline processes.
  • Stay informed on industry trends, regulations, and best practices to maintain professional expertise.

Qualifications:

  • Must possess a Certified Financial Planner (CFP) designation or be in the process of obtaining it.
  • A Bachelor's degree in Finance, Business Administration, or a related discipline is required.
  • Proven experience in financial planning and wealth management, particularly with high-net-worth clients, is essential.
  • Prior sales experience is a significant asset for this role.
  • Strong analytical skills and meticulous attention to detail are necessary.
  • Excellent interpersonal and communication skills are vital for building trust with clients.
  • Proficiency in eMoney or similar financial planning software is required.
  • Competence in the Microsoft Office Suite is mandatory.

About Us
Creative Capital Wealth Management Group is dedicated to delivering outstanding client service to a select group of high-net-worth individuals. Our mission is to provide access to institutional strategies and tailor our services to meet the distinct financial needs of our clients.

As a progressive firm, we leverage technology to enhance client interactions, offering both in-office and virtual consultations. Our diverse client base spans nearly 30 states, allowing us to deliver our services efficiently and effectively. At Creative Capital Wealth Management Group, we are committed to addressing every challenge and opportunity our clients face, ensuring they remain on track towards a purposeful financial future.



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