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Financial Assistant
Location:
Chester Springs, PA
Description:
Are you passionate about finance and eager to make a difference in people's lives? If you have a year or two of experience in financial services and hold a Series 7 license? We invite you to join our team as a Financial Assistant at Creative Capital Wealth Management Group. In this role, you will have the opportunity to provide internal sales support, engage directly with clients, and grow into a full-fledged Wealth Strategist within a year or two. Compensation: • Salary Range: $45,000 - $60,000 (based on experience)• Paid Time Off• Health care benefits• 401K Responsibilities:• Collaborate with the Senior Wealth Strategist to craft and implement personalized financial plans for clients, taking into account their objectives, risk tolerance, and financial circumstances.• Perform in-depth financial analyses, encompassing cash flow projections, retirement planning, and strategies for optimizing tax efficiency.• Offer internal sales assistance to fellow advisors within the firm, aiding in client presentations, assembling proposals, and conducting investment research.• Serve as a primary contact for clients, addressing inquiries, furnishing updates on financial plans and investments, and delivering exceptional service experiences.• Conduct routine reviews of portfolios and recommend modifications based on evolving market conditions and client goals.• Utilize data analysis to identify opportunities for enhancing client service and contributing to business growth.• Support the planning and delivery of client education seminars and workshops covering various financial subjects.• Stay current with industry trends, regulatory shifts, and best practices in wealth management to ensure the provision of top-tier service to clients. Qualifications:• Hold a Bachelor's degree in Finance, Economics, or a related field.• Possess 1-2 years of experience in financial services.• Must have a Series 7 license.• Series 65, 66, 6 insurance license preferred.• Demonstrate strong analytical capabilities and meticulous attention to detail.• Exhibit excellent communication and interpersonal skills.• Ability to thrive both independently and as part of a collaborative team environment.• Genuine passion for delivering exceptional client service. Compensation: $45,000 - $60,000 About Company: 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 our clients access to institutional strategies and platforms while tailoring our services to meet their unique financial needs. As a forward-thinking firm, we embrace technology to facilitate client interactions, offering both in-office and virtual meetings. Our client base extends to nearly 30 states, enabling us to deliver our services efficiently and effectively to a diverse clientele. At Creative Capital Wealth Management Group, we are committed to addressing every challenge and opportunity that our clients encounter, striving to keep them on track toward a purpose-driven financial future.
Company:
Creative Capital Wealth Management Group
Posted:
April 29 on WizeHire
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More About this Listing: Financial Assistant
Financial Assistant is a Clerical Assistant Job at Creative Capital Wealth Management Group located in Chester Springs PA. Find other listings like Financial Assistant by searching Oodle for Clerical Assistant Jobs.
Financial Assistant is a Clerical Assistant Job at Creative Capital Wealth Management Group located in Chester Springs PA. Find other listings like Financial Assistant by searching Oodle for Clerical Assistant Jobs.