Located in Phoenixville, Creative Capital Wealth Management Group is changing the way financial advice is given, as it specializes in retainer-based financial planning with no assets required to become clients. CCWMG is unique for the financial services industry and allows all asset platforms to be utilized to help a client reach their goals.
Certified Financial Planner
This position will deliver personalized investment solutions to help clients work toward their long-term financial goals. Responsibilities include advising clients on investment strategies and other financial decisions, assessing clients’ assets, liabilities, and overall financial conditions, and preparing presentations that recommend various financial products. The person will also review and communicate portfolio performances to clients, network and build relationships with new and existing client base, and ensure client reporting is up to date.
The ideal candidate will possess a CFP designation or be in process of receiving it, a Series 66 and Series 7 license, and experience in financial services. He/she will have an excellent attitude and interpersonal skills, an extraordinary client service orientation, and a genuine interest in serving and caring for other people. The person will also have an extreme attention to detail, an ability to handle multiple tasks with interruptions and without stress, an ability to handle multiple deadlines, and an ability to maintain strict confidentiality.
Click here to learn more about the Certified Financial Planner position at Creative Capital Wealth Management Group.