CREATIVE Financial Group is looking to add talent to our team of Financial Advisors. CREATIVE was established over 50 years ago as a firm dedicated to offering a holistic approach to financial planning, focusing on the delivery of competent, actionable advice. The founding partners recognized that entrepreneurs, business owners, individuals, and their families have lifetime and legacy objectives encompassing both financial and non-financial needs. Over the past 50 years, CREATIVE has built a strong, lasting reputation rooted in our ability to build relationships across a wide range of clients.
As a Financial Services Representative with CREATIVE Financial Group, you’ll work with clients through the intricacies of the investment market and offer expertise in various financial areas.
Our Representatives offer a full range of in-house private client and corporate services to meet the specific needs of their diverse client base.
- High net worth individuals and their families
- Multi-generational family businesses
- Entrepreneurs
- Business owners
- Corporations
- Executives
Responsibilities:
- Prospecting for clients through networking and referrals
- Developing and maintaining long-term relationships with clients
- Providing financial solutions for clients through fact gathering and needs analyses
- Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
Qualifications
- Strong interpersonal skills
- Presentation and organizational skills
- Strong work ethic, self-motivated and goal-oriented
- BA, BS, and/or graduate degree or equivalent work experience required
ARE YOU:
• Wanting to positively impact other people’s lives?
• Looking to be part of a team and learn from experienced professionals?
• Driven to keep learning?
• Looking for a career that offers freedom, flexibility, and control?
• A goal-oriented self-starter?
• Wanting to be in control of your career and earnings potential?
Apply to learn more