Private Client Analyst
Job Description: The financial planning associate will report to the Director of Financial Planning, and the CEO, and be responsible for a variety of financial planning and client service functions to deliver unparalleled service. The primary responsibility will be supporting and preparing for upcoming meetings, attending meetings, and developing post meeting action plans through completion via execution. There will also be additional duties as required such as special projects, client centric service endeavors, and attending CPW events.
Requirements: Bachelors Degree in a related discipline and the CFP designation are a must. A CFA charter can be a substitute for the CFP, but the CFP designation would have to be attained within 2 years of employment. Within 90 days of employment the associate must successfully pass the series 65 examination, or have the series 65 examination completed before employment commences. Employment is subject to background and credit check, references, drug/alcohol screening and a non solicitation agreement as a condition of employment.
Ideal Candidate: The candidate will be driven, have attention to detail, and desire to be part of a dynamic and positive environment that fosters teamwork. The ideal candidate will have strong social skills and communication skills, empathy, and the ability to adapt to client needs with responsive and intelligent solutions. Must be articulate, a good communicator, and have confidence.
For information on Crestmont Private Wealth: www.crestmontpw.com Crestmont Private Wealth is an equal opportunity employer and seeks to create a culture of compliance, service, and teamwork through a commitment to core values. We strive to put our clients first, alongside our team, as we believe that a healthy workforce is a happy workforce and serves well! Come see what Crestmont Private Wealth is all about!
Full Time Benefits: Full time employee benefits after a wait period includes matching 401k, healthcare, vision, dental, and a generous Paid Time Off accrual. Education reimbursement is also an optional benefit depending on the position and need for the business. Crestmont also offers all NYSE holidays as paid, and 2 additional floating holidays the day after Thanksgiving and Christmas Eve. We have teambuilding events, an outstanding culture, and have a vision for our future collectively.
SUBMIT RESUMES AND COVER LETTERS IN PDF FORMAT ONLY (WORD WILL NOT BE OPENED) BY NOVEMBER 1st , INTERVIEWS WILL BE CONDUCTED IN NOVEMBER.
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