MONTCO Careers – Creative Capital Wealth Management Group

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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.

Senior Wealth Strategist

This position networks and builds relationships with new and existing client base; advises clients on investment strategies and other financial decisions; assesses clients’ assets, liabilities, and overall financial conditions; prepares presentations that recommend various financial products; reviews and communicates portfolio performances to clients; ensures client reporting is up to date; generates illustrations and proposals, and puts clients’ needs above anything else.

The ideal candidate will be licensed in Life & Fixed Annuities and Variable Life/Variable Annuity and have Series 66 and Series 7 licenses.

He/she will possess experience in financial services; excellent interpersonal skills; an excellent attitude and an extraordinary client service orientation; a genuine interest in serving and caring for other people; extreme attention to detail; and an ability to handle multiple deadlines, maintain strict confidentiality, and adapt to sudden changes in investments and promptly inform clients.

Learn more about the Senior Wealth Strategist position at Creative Capital Wealth Management Group.

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