Upvote
Downvote
Junior Wealth Strategist
Share Job
- Suggest Revision
$45,000 - $60,000 a year
- If you have a year or two of experience in financial services and hold licenses such as Series 7, Series 66, and Series 65, we invite you to join our team as a Junior Wealth Strategist 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 Compensation: $45,000 - $60,000 at plan yearly Responsibilities: Collaborate with the Senior Wealth Strategist to develop and implement personalized financial plans for clients, considering their goals, risk tolerance, and financial circumstances.
- Conduct comprehensive financial analyses, including cash flow projections, retirement planning, and tax optimization strategies.
- Provide internal sales support for other advisors in the firm, assisting with client presentations, proposal preparation, and investment research.
Active Job
Updated TodaySimilar Job
Relevance
Active