Creative Capital Wealth Management Group, established by Frederick Hubler in September 2003, is a renowned wealth management firm dedicated to serving a select clientele of high-net-worth individuals. Our focus lies in crafting personalized financial plans using our unique Retainer Based Planning approach, tailored to meet each client's distinct objectives and aspirations. We guide our clients proactively with a personalized service model through the intricacies of the financial services sector. Moreover, we offer accredited alternative investments alongside traditional asset management services, utilizing institutional strategies and platforms to deliver outstanding outcomes. Currently, we are in search of a Certified Financial Planner (CFP) to join our team in Chester Springs, PA. The ideal candidate will have a pivotal role in developing and executing comprehensive financial plans that cater specifically to the individual needs of our clients. Responsibilities include closely collaborating with clients to comprehend their financial objectives, offering strategic guidance, and monitoring their journey toward financial stability. Compensation: Salary Range: $110,000 - $115,000 (depending on experience) • Generous Paid Time Off • Health care benefits • 401k Responsibilities: • Conduct thorough client interviews to evaluate financial situations, goals, and risk tolerance levels effectively. • Create tailored financial plans that cover investment strategies, estate planning, retirement planning, and tax management based on individual client needs. • Execute recommendations and oversee client portfolios to ensure they align with financial objectives. • Offer continuous financial advice and assistance to clients, addressing changes in their financial circumstances and market dynamics. • Utilize financial planning software and tools to enrich client interactions and streamline operational processes. • Keep abreast of industry trends, regulations, and best practices to uphold professional expertise. Qualifications: • To qualify for the position of Certified Financial Planner in Chester Springs, PA, US, you must either hold a Certified Financial Planner (CFP) designation or in the process of obtaining it. • A Bachelor's degree in Finance, Business Administration, or a related field is a mandatory requirement. • Demonstrated experience in financial planning and wealth management, particularly with high-net-worth clients, is essential. • Previous sales experience is a key qualification for this role. • Strong analytical abilities and keen attention to detail are necessary skills for this position. • Excellent interpersonal and communication skills are crucial to building trust and relationships with clients. • Proficiency in eMoney or similar financial planning software is a prerequisite. • Proficiency in the Microsoft Office Suite is a required qualification. Compensation: $110,000 - $115,000 yearly

• Conduct thorough client interviews to evaluate financial situations, goals, and risk tolerance levels effectively. • Create tailored financial plans that cover investment strategies, estate planning, retirement planning, and tax management based on individual client needs. • Execute recommendations and oversee client portfolios to ensure they align with financial objectives. • Offer continuous financial advice and assistance to clients, addressing changes in their financial circumstances and market dynamics. • Utilize financial planning software and tools to enrich client interactions and streamline operational processes. • Keep abreast of industry trends, regulations, and best practices to uphold professional expertise.