Junior Wealth Strategist — into Lead Advisor
Job in
Chester Springs, Chester County, Pennsylvania, 19425, USA
Listed on 2026-02-06
Listing for:
Creative Capital Wealth Management Group
Full Time
position Listed on 2026-02-06
Job specializations:
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Finance & Banking
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Sales
Job Description & How to Apply Below
Location: Chester Springs
A financial services firm based in Chester Springs is seeking a Junior Wealth Strategist with 2-3 years of experience. This role involves providing internal sales support, developing personalized financial plans, and engaging with clients. Candidates should possess a Bachelor's degree, a Series 7 license, and a genuine passion for client service. The firm offers a competitive salary package, including bonuses and benefits such as health insurance and a 401(k).
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