Jr. Wealth Strategist
$100kCreative 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 5 days ago
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