What are the responsibilities and job description for the Investment Advisor position at Craft Wealth Services?
Craft Wealth Services Hiring: Experienced Investment Advisors
Craft Wealth Services, a SEC-registered Investment Advisory firm, is seeking skilled Investment Advisors to join our dynamic team. As a blend of Wall Street acumen and Main Street values, our fully independent firm is committed to providing exceptional financial guidance and personalized wealth management solutions. If you are passionate about helping individuals achieve their financial goals and possess a solid foundation in investment advisory, we encourage you to apply.
Key Responsibilities:
- Develop comprehensive financial strategies for clients, including investments, estate planning, insurance planning, business exit planning, and more.
- Manage and maintain strong client relationships, providing regular updates and adjustments to their financial plans.
Requirements:
- Minimum of 2 years of experience as an Investment Advisor, or having held a role in Investment Banking, Private Equity, Venture Capital, Insurance, Hedge Funds, etc.
- Possession of Series 65 or Series 66 license is mandatory.
- Excellent communication and interpersonal skills.
- A proven track record of managing client relationships and portfolios.
- A transferrable book of clients and or a strong network is highly advantageous.
What We Offer:
Our revenue share model is more competitive than any other firm in the industry.
Comprehensive planning services, including insurance, a dynamic performance fee based model and business exit strategies, supported by our street-level portfolio management walls.
As part of our team, all you need to focus on is maintaining client relationships; we handle everything else, from back-office operations to compliance.
Join Craft Wealth Services and be a part of a team that values integrity, professionalism, and dedication to client success. If you meet the above criteria and are looking for a rewarding career in wealth management, please submit your resume and cover letter!
Craft Wealth Services is an Equal Opportunity Employer.
Let's build wealth together. Apply today!