Wealth Management / Portfolio Manager / Masters in Accounting / CPA

Durham, North Carolina (US)
Base salary + percentage of new business fee income, stock ownership, & eventual ownership of firm.
Jul 26, 2017
Aug 25, 2017
Employment Type
Full Time

Chris C. Crenshaw Financial Services, LLC, is seeking a conscientious, entrepreneurial investments professional. A mature, strategic-thinking, analytical visionary, that aspires to own their own business. With the continued expansion of my holistic money management firm, I am seeking an additional equity partner to ensure growth, continuity, and a succession plan for myself and Chris C. Crenshaw Financial Services, LLC. 

The compensation package offered includes a base salary, plus an additional 7.5% of new business fee income as the firm grows, plus stock ownership, and eventual ownership of the firm.  

Candidates should have one of or more of the following with an emphasis on Investments / Accounting / Portfolio Management:

•          Masters in Accounting / C.P.A.

The ideal candidate should have an entrepreneurial spirit, the drive to develop business, and a strong desire and ability to learn the firm’s successful money management methodology in:

•          How to identify consistently performing investments and market trends

•          How to allocate client resources appropriately for their risk profile and time horizon

•          Ways to seek and expand our current markets and client base

•          How to effectively communicate portfolio information to clients

The comprehensive nature of our holistic practice is such that a working knowledge of or experience with the efficient strategies of estate, income, and gift tax law, and charitable giving and Trust management will be highly beneficial in this position. 

If you would like to be considered for this position and are a non-smoker, it will be necessary to send us two (2) things:

  1. Your cover letter
  2. Your resume

Only local candidates or those willing to relocate and be active in the Durham/Chapel Hill community will be considered.

Chris C. Crenshaw

Chris C. Crenshaw Financial Services, LLC

2727 University Drive

Durham, NC 27707