Sr Wealth Manager

Responsibilities

• Serve as a primary advisor and trusted partner for high-net-worth clients, managing ongoing relationships and a book of business
• Lead the development, delivery, and ongoing refinement of comprehensive financial plans, including retirement planning, cash flow analysis, tax-aware strategies, estate planning coordination, and risk management
• Utilize eMoney extensively to build, present, and monitor financial plans
• Conduct in-depth client meetings, portfolio reviews, and strategy sessions, both virtually and in person
• Provide strategic investment and planning recommendations aligned with client goals, life events, and market conditions
• Oversee and mentor Junior Wealth Strategists and/or support staff, providing guidance, feedback, and training
• Collaborate with firm leadership to improve planning processes, client experience, and operational efficiency
• Cover account setup, investment transactions, and documentation through Docupace
• Ensure compliance with regulatory standards and firm best practices
• Stay current on industry trends, planning strategies, and regulatory updates to deliver best-in-class advice

Qualifications

• Bachelor’s degree in Finance, Economics, or a related field
• 7+ years of experience in comprehensive financial planning or wealth management
• Or “Senior-level planner with demonstrated experience managing client relationships and complex plans”
• Active Series 7 license required
• Series 65 and/or 66 required
• Insurance licenses are a plus
• Demonstrated experience managing a book of business
• Strong working knowledge of eMoney (required)
• Proven ability to lead, mentor, and collaborate with team members
• Excellent communication skills with a high level of confidence in client-facing settings
• Strong analytical skills, attention to detail, and strategic thinking
• Commitment to delivering exceptional client service and long-term client outcomes

Compensation

$150,000 - $175,000/year

About Creative Capital Wealth Management Group

Creative Capital Wealth Management Group, founded by Frederick Hubler in September 2003, is a wealth management firm dedicated to providing exceptional client service to a select group of high-net-worth individuals. Our mission is to offer clients access to institutional strategies and platforms while tailoring our services to meet their unique financial needs.