Wealth Service Advisor (CFP or CFA Charter holder)

Seeking resumes for a CFP and/or CFA charter holder to interview for our growth needs in client servicing, Emoney Analysis, advisory, and business development as we grow our team.  Crestmont is a mission led, core values focused, team approach firm to client centric service.   This is a Houston based (with ability to relocate to Boerne potentially), in office position.   NO REMOTE OPTIONS.    We seek team players who want to be a big part of something big.

We will not contact candidates until Q1 2025, so please be patient.  Provide a PDF cover letter and PDF set of references, as well as PDF resume to the email address.   This is a strategic hire for our firm and we seek the most qualified candidates.

Qualifications:  CFP or CFA

• Minimum 5 years of experience in a client facing role
• Ability to communicate well, with positive professional demeanor
• Must be highly ethical and a team player, fiduciary mindset
• CPA would be a plus but not required.
• Ability to explain technical subject matter in a friendly and simple manner
• Be a good listener

Benefits:

• Matching 4% 401k
• Fully Paid Medical for Employee
• Dental, Vision
• 5 weeks PTO
• 13 PAID holidays
• Culture, culture, culture.
• Continuing education and professional development
• Ability to influence the direction of the firm through hard work, and smart work.

For more details on Crestmont see our website at www.crestmontpw.com

We are an equal opportunity employer and seek to be an employer of choice as a strategic priority through very different forward thinking!