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.