Forward-thinking financial planner in Phoenixville looking to add to his team

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Creative Capital Wealth Management Group, a forward-thinking Phoenixville firm, is looking to add a Managing Director to its growing team of professionals.

Founded in 2003 by Fred Hubler, CCWMG assists clients nationwide with fee-based financial planning. Clients pay a fixed fee, not a percentage, for the Services.

Hubler and his team have worked with clients in over 28 states, including retirees, business owners, entrepreneurs and other working professionals.

CCWMG offers sound wealth advice, keeping clients on track towards a clear, goal-oriented financial future, and provides access to accredited investments for accredited investors.

“I created CCWMG with the intention that people can get trusted advice and access accredited investments, so they can live meaningful lives,” Hubler said.

Designing personalized plans for each individual ensures that a wide range of needs are met as clients navigate the vast world of finance.

At CCWMG, the Managing Director:

  • develop and execute business strategies
  • oversee the business operations of the company
  • access and correct all business issues
  • develop and implement improved processes
  • oversee the processes in each department
  • network and build relationships
  • lead and support high-level client and prospect management activities

The ideal candidate will have experience in financial services, a license in life and fixed annuities and in variable life/variable annuity, and will have series 66 and series 7 licenses. He/she must also have strong interpersonal skills , great attitude, genuine interest in serving and caring for others and extreme attention to detail.

Contact Creative Capital Wealth Management Group today to find out more about the role.

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