Clarendon Capital Management LLC
value investing • small business acquisition • investment analysis • stocks • US equities
Associate Financial Advisor
November 10
🇺🇸 United States – Remote
🌽 Illinois – Remote
⏰ Full Time
🟢 Junior
🟡 Mid-level
💸 Financial Planning and Analysis
Clarendon Capital Management LLC
value investing • small business acquisition • investment analysis • stocks • US equities
Description
• Identify and build relationships with high-income professionals and entrepreneurs. • Engaging prospective clients to provide financial advice and services. • Deliver portfolio assessments and financial plans. • Participate in marketing activities and networking to develop credibility.
Requirements
• Bachelor’s degree in business, economics, financial planning, or similar required. • Must be Series 65 registered to commence full employment. • CFP or similar qualifications highly desired. • 2+ years in financial, accounting, or professional services expected.
Benefits
• Competitive fee percentage based on client revenue. • Support for Advisor's pursuit of relevant credentials and certifications. • Confidential handling of information according to EEO guidelines.
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