助理财务顾问
Associate Financial Advisor
助理顾问的职责是识别并建立与高收入专业人士、企业家及其他具有长期投资视野的投资者的关系。潜在客户参与流程包括建立可信度和信任，解决客户的财务问题和挑战，并提供持续的建议和客户服务。顾问应了解基本的个人和企业财务事务、财务规划以及价值投资原则。交付成果包括投资组合评估、财务计划、投资管理建议以及其他临时的财务建议。助理顾问还需参与其他营销活动，包括与潜在客户和现有客户建立联系、组织研讨会、撰写博客和内容创作，以建立可信度和专业关系。
参与其他公司活动，如中小企业传承建议、寻找基金和直接投资等，可能是可能的，但并非助理顾问职位的核心职责。该职位可以远程/在家工作。
需要拥有商业、经济、财务规划或相关领域的学士学位。必须持有Series 65证书才能开始全职工作。CCM可以为新专业人士提供支持，协助其参加相应考试。拥有CFP或其他类似资格者优先考虑。期望有2年以上金融、会计或专业服务领域的工作经验。已有客户关系的资深专业人士也欢迎加入。
薪酬与福利：薪酬基于所获取和开发客户的收益。CCM根据资产管理规模（AUM）的一定比例以及固定费用收取费用。助理顾问将获得具有竞争力且高于许多大型经纪和咨询公司的费率的费用比例。作为收费型顾问，CCM不提供经纪、保险或年金产品。CCM希望其顾问与客户及公司的长期成功保持一致。我们鼓励并支持顾问追求相关资质和认证，以及专业团体会员资格。
所有信息将根据平等就业机会（EEO）指南保密。
Clarendon Capital Management LLC（CCM）是一家收费型、独立的投资咨询公司，为客户提供基于价值投资原则的专注且灵活的投资建议。公司的使命是提供深思熟虑、纪律严谨且透明的财务建议。
查看英文原文
Associate Advisor’s responsibility is to identify and build relationships with high-income professionals, entrepreneurs, and other investors with long-term investment horizons. Prospective client engagement process includes building credibility and trust, solving clients' financial problems and challenges, and providing ongoing advice and client service. Advisor should understand basic personal and business financial matters, financial planning, and value investing principles. Deliverables will include portfolio assessments, financial plans, investment management recommendations, and other ad-hoc financial recommendations. Other marketing activities including networking with prospects and clients, organizing seminars, blogging, and content creation is expected for Advisor to develop credibility and professional relationships.
Participation in other firm activities including small business succession advice, search funds, and direct investments could be possible, but not expected to initially be core to the Associate Advisor role. Position can be done remotely/working from home.
Bachelor’s degree in business, economics, financial planning, or similar required. Must be Series 65 registered to commence full employment. CCM can sponsor new professionals to register for the appropriate exams. CFP or similar qualifications highly desired. 2+ years in financial, accounting, or professional services expected. More experienced professionals with existing relationships also welcome.
Compensation and Benefits: Compensation is based on revenue from acquired and developed clients. CCM charges fees based on a percentage of assets under management (AUM), as well as fixed fees. The Associate Advisor will receive a percentage of fees that are competitive and above rates of many larger brokerage and advisory firms. As a fee-only advisor, CCM does not offer brokerage, insurance, or annuity products. CCM wants its Advisors to be aligned with its clients and long-term firm success. We encourage and will support the Advisor's pursuit of relevant credentials and certifications, as well as professional group memberships.
All your information will be kept confidential according to EEO guidelines.
Clarendon Capital Management LLC (CCM) is a fee-only, independent investment advisory firm, offering clients focused and flexible investment advice rooted in value investing principles. The firm's mission is to provide thoughtful, disciplined, and transparent financial recommendations. CCM aligns itself with its clients by investing alongside them.
Opportunity Overview: This is an exciting opportunity to build an investment management practice and collaborate to serve clients with solid long-term financial planning and advice.
Location: Greater Milwaukee, WI or Chicago, IL
Originally posted on Himalayas