Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Jr. Wealth Strategist

$100k

Creative Capital Wealth Management Group

Overview 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 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. Responsibilities Provide internal sales support and assist with client engagement. Engage directly with clients and support wealth planning initiatives. Develop toward becoming a Wealth Strategist within one to two years. Qualifications 1–2 years of experience in financial services. Licenses such as Series 7, Series 66, and Series 65. Compensation & Benefits Salary Range: $100,000 OTE (base + bonus potential) Bonus potential: 5–20% of base salary to end-of-year earnings Paid Time Off Health care benefits (Health & Dental Insurance) 401(k) #J-18808-Ljbffr Creative Capital Wealth Management Group

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Jr. Wealth Strategist in Chester Springs, PA vacancy
  • A financial services firm is seeking a Junior Wealth Strategist in Chester Springs, PA. In this role, you'll provide internal sales support, engage directly with clients, and work towards becoming a full-fledged Wealth Strategist within 1-2 years. Ideal candidates have... 
    Suggested

    Creative Capital Wealth Management Group

    Chester Springs, PA
    1 day ago
  •  ...assets, Sequoia Sentinel offers a boutique, multi-generational wealth management experience, providing a highly personalized approach...  ...Summary Of Position We seek a detailed, motivated, and experienced strategist to join our Sentinel team, servicing our Family Wealth and... 
    Suggested
    Work at office

    Sequoia Financial Group

    Berwyn, PA
    3 days ago
  • A financial services firm is seeking a Senior Financial Planning Specialist to join its High Net Worth Planning Services team. The role emphasizes expertise in financial planning, including estate and business planning. Candidates must have at least 10 years of experience...
    Suggested

    Osaic

    Berwyn, PA
    1 day ago
  •  ...headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular...  ...lives for generations. Summary of the position The Portfolio Strategist is a member of Sequoia’s Investment Operations Department whose... 
    Suggested

    Sequoia Financial Group Llc

    Berwyn, PA
    23 days ago
  • At Vanguard, we're advancing our technology to further our mission of giving investors the best chance for investment success. We're seeking a media relations professional with technology sector experience to help tell that story. In this role, you'll serve as a spokesperson...
    Suggested
    Work experience placement

    Vanguard Group, Inc.

    Malvern, PA
    1 day ago
  •  ...Senior Cybersecurity Communications Strategist Apply ( locations Malvern, PA time type Full time posted on Posted Today job requisition id 178128 As a Senior Communications Strategist at Vanguard, you will join a Corporate Communications team... 
    Full time
    Work experience placement
    Work at office
    Remote work
    Relocation package
    Monday to Friday

    Vanguard

    Malvern, PA
    2 days ago
  •  ...Senior Quantitative Credit Strategist Apply ( locations Malvern, PA time type Full time posted on Posted 20 Days Ago job requisition id 177433 The Opportunity This is a senior role within the Fixed Income Quantitative Research Group. The... 
    Full time

    Vanguard

    Malvern, PA
    2 days ago
  •  ...Multi-Asset Investment Product Strategist Apply ( locations Malvern, PA time type Full time posted on Posted 26 Days Ago job requisition id 177641 Are you ready to help shape the future of global investing? As a key member of Vanguard’s Portfolio... 
    Full time

    Vanguard

    Malvern, PA
    3 days ago
  •  ...Senior Portfolio Strategist Apply ( locations Malvern, PA Los Angeles, CA San Francisco, CA Scottsdale, AZ time type Full time posted on Posted 28 Days Ago job requisition id 174097 At Vanguard, our core purpose is to take a stand for... 
    Full time
    Remote work
    Home office

    Vanguard

    Malvern, PA
    3 days ago
  • $135k - $160k

     ...Apply HereOsaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Strategist, High Net Worth Planning Services Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista... 
    Full time
    For contractors
    Work at office

    Osaic

    Berwyn, PA
    2 days ago
  •  ...deliver integrated solutions designed for today's marketing challenges. We're looking for an experienced and hands-on digital strategist to develop and manage the digital media campaigns for our clients. The ideal candidate has a passion for marketing and managing digital... 

    Stream Companies

    West Chester, PA
    3 days ago
  • Paid Search Specialist Stream Companies is a full-service, fully integrated advertising agency built for brands that want to move forward. Founded in 1997 and headquartered in Malvern, Pennsylvania, we partner with clients to launch, position, and manage brands through...
    Work experience placement
    Work at office

    Stream Companies

    Malvern, PA
    4 days ago
  • AXA Group is seeking a Claims Specialist - Cyber to join their innovative team in Exton, Pennsylvania. This role involves managing complex Cyber and Technology claims, developing client relationships, and collaborating with specialists to provide top-tier services. The ...

    AXA Group

    Exton, PA
    4 days ago
  • Cesium is seeking a talented individual to execute lead generation strategies and campaigns across various digital ad platforms, including LinkedIn Ads and Google Ads. The role requires 2-3 years of experience in online paid media platforms and proficiency in analytics ...

    Cesium

    Exton, PA
    4 days ago
  • AXA Group is seeking a Claims Specialist for their Property division in Hartford, CT. This role involves managing and evaluating complex insurance claims, driving them to resolution while collaborating closely with stakeholders and the underwriting team. The ideal candidate...

    AXA Group

    Exton, PA
    12 hours ago
  • BENTLEY SYSTEMS, INC. seeks a data analytics expert in Exton, PA, for a full-time role focusing on people data insights to drive business decisions. The candidate should have over 5 years of experience in people analytics, excellent communication skills, and proficiency...
    Full time

    BENTLEY SYSTEMS, INC.

    Exton, PA
    12 hours ago
  • Fox Rothschild seeks a Proposal Manager in Exton, PA, to lead and manage complex pitches and RFPs within their Business Development team. Responsibilities include evaluating RFP opportunities, drafting high-quality content, and ensuring successful proposal execution. The...
    Work at office

    Fox Rothschild

    Exton, PA
    1 day ago
  • Junior Accounts Payable Specialist Addison Group is seeking a detail-oriented Junior Accounts Payable Specialist for our client, a well-established company in the logistics industry. This role is a backfill due to an internal promotion, and our client is eager to bring...
    Junior
    Internship
    Work at office

    Addison Group

    West Chester, PA
    2 days ago
  •  ...Opportunity Details On Assignment Jr. Clinical Trial Associate Malvern, PA The primary responsibility of the Jr Clinical Trial Associate (JrCTA) is to assist the Clinical Trial Manager as required to ensure study planning through completion.... 
    Junior
    Work at office

    KPS Life, LLC

    Malvern, PA
    23 hours ago
  • Responsibilities: Manage the new account setup and operational maintenance of Vanguard's direct indexing business. Accountable for the following: Timely and accurate setup of new Separately Managed Accounts (SMAs). Includes validation of data completion along...
    Junior
    Work experience placement

    Vanguard Group, Inc.

    Malvern, PA
    2 days ago
  • A leading tire and auto service company is seeking an Entry Level Automotive Technician in Thorndale, PA. In this role, you will learn basic automotive services and work alongside experienced technicians. Ideal candidates are motivated, possess a valid driver's license,...
    Junior

    The Goodyear Tire & Rubber Company

    Thorndale, PA
    2 days ago
  • $20 - $25 per hour

    Hourly pay plus weekly bonuses and uncapped commission! No experience needed - Full Time hours!  Most canvassing opportunities are 100% commission, but not here at Erie Home. We offer a base hourly, plus unlimited earning potential where your effort directly reflects...
    Hourly pay
    Weekly pay
    Extra income
    Full time
    Part time
    For contractors
    Immediate start

    Erie Home

    Devault, PA
    1 day ago
  • Business Development Representative (Entry OR Junior Level) Judge Direct Placement Are you ready to launch your career in business development and recruiting? At Judge Direct Placement, we're looking for an enthusiastic Business Development Representative...
    Junior
    Full time

    The Judge Group

    West Chester, PA
    12 hours ago
  • $20 - $26 per hour

    Job Description Job Description Machine Operator II – Plastic Extrusion Chester Springs, PA $20–$26/hr | Temp-to-Hire 1st Shift | Monday–Friday | 6:00 AM–2:00 PM A well-established manufacturing company is seeking an experienced Plastic Extrusion Machine...
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Allied Reliability

    Chester Springs, PA
    17 days ago
  • A data management company is seeking a Junior Data Entry Operator to work remotely from Pottstown. The role involves inputting data from paper documents into digital spreadsheets, updating customer order statuses, and ensuring accuracy in data entry. Candidates must have...
    Junior
    Remote work

    Only Data Entry

    Pottstown, PA
    2 days ago
  • A leading data management company is seeking a Junior Data Entry Operator to handle remote data entry tasks. Responsibilities include inputting data from paper documents into digital spreadsheets, updating customer order statuses, and ensuring accuracy in data entry. The...
    Junior
    Remote work

    Only Data Entry

    Phoenixville, PA
    2 days ago
  • About the job Data Entry Operator | Junior (Remote) Important: You Will Receive An Email Within Next 2 Minutes After Applying , Check Your Inbox or Spam Folder For next steps. A Data Entry Clerk, is responsible for inputting data and making changes to existing data figures...
    Junior
    Remote work

    Only Data Entry

    Phoenixville, PA
    3 days ago
  • Vanguard's Strategic Market Development team ("SMD") is building an elite group of bold thinkers, sharp problem-solvers, and builders focused on shaping Vanguard's next growth horizons. SMD operates at the intersection of corporate strategy, innovation, and digital product...
    Shift work

    Vanguard

    Malvern, PA
    4 days ago
  • $12.75 per hour

    Shift Manager Have you been in an entry-level position within the retail, restaurant, or convenience store business? Are you ready to take the next step forward? Shift Manager is an excellent introduction to store management at Country Fair. You can learn how to be ...
    Hourly pay
    Shift work

    Country Fair

    Franklin, Chester County, PA
    1 day ago
  • BNY is looking for a Specialist, Account Management 1 to join our Managed Account Solutions team in Berwyn, Pennsylvania. In this role, you will establish new accounts, manage workflow queues, conduct quality control checks, and communicate with custodians and brokers to...
    Junior
    Work experience placement

    BNY

    Berwyn, PA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Jr. Wealth Strategist. Be the first to apply!