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. Compensation: • 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) 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. • Act as a primary point of contact for clients, addressing inquiries, providing updates on financial plans and investments, and delivering exceptional service. • Conduct periodic portfolio reviews and recommend adjustments based on changing market conditions and client objectives. • Coordinate preparing and submitting new account setups and investment transactions using Docupace • Use data analysis to find ways to better serve all clients and help the business grow. • Assist in the preparation and delivery of client education seminars and workshops on various financial topics. • Stay abreast of industry trends, regulatory changes, and best practices in wealth management to ensure the delivery of high-quality service to clients. Qualifications: • Bachelor's degree in Finance, Economics, or related field. • 2-3 years of experience in financial services. • Series 7 license required. • Series 65, 66, and 6 insurance license is a plus. • Strong analytical skills and attention to detail. • Excellent communication and interpersonal skills. • Ability to work independently and collaboratively within a team. • Genuine passion for delivering exceptional client service. Compensation: $100,000 OTE base + bonus potential

• 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. • Act as a primary point of contact for clients, addressing inquiries, providing updates on financial plans and investments, and delivering exceptional service. • Conduct periodic portfolio reviews and recommend adjustments based on changing market conditions and client objectives. • Coordinate preparing and submitting new account setups and investment transactions using Docupace • Use data analysis to find ways to better serve all clients and help the business grow. • Assist in the preparation and delivery of client education seminars and workshops on various financial topics. • Stay abreast of industry trends, regulatory changes, and best practices in wealth management to ensure the delivery of high-quality service to clients.