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Financial Advisor

Employer
CCR Wealth Management
Location
Westborough, Massachusetts
Salary
$90-110K
Closing date
Jul 21, 2021

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Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Preferred

CCR Wealth Management is a rapidly growing financial planning and investment management firm in Westborough, MA, and we are seeking a Financial Advisor to join our team.   Since 1998, CCR has been providing exceptional wealth management services to our clients, and we are hoping you will join our team.   Many of our clients have been with us for more than a decade and have truly become part of our family - we celebrate each birth, college graduation and retirement, and are proud of our role in supporting families and businesses.  Learn more about the firm at ccrwealth.com

Our Financial Advisors aka Financial Consultants are responsible for providing discretionary investment guidance for individuals, families, and businesses. They are expected to identify the client's financial goals and provide sound advice and analysis on how to reach those goals.  The role is responsible for building and maintaining long-term relationships with a portfolio of financially successful clients. As the external face of CCR Wealth Management, the Financial Consultant is expected to work closely with key firm personnel to provide a superior client experience across the full spectrum of the client’s financial life.

Responsibilities

  • Manage client relationships, providing the highest level of service and support
  • Meet with clients on a regular basis to review performance and discuss financial needs
  • Consult with clients on investment strategies and allocations in conjunction with our Investment Team
  • Work with the firm’s prospective clients and facilitate new client onboarding
  • Coordinate with the client service team on meeting prep and post-meeting follow-ups  
  • Respond to client requests and trouble shoot client issues as needed
  • Work with the firm’s prospective clients and referrals to identify new opportunities

Requirements

  • 3 years of experience in an advisory position
  • CFP designation preferred, but we accept applicants who are already enrolled in a CFP program
  • Series 7 and Series 63/66 or the ability to obtain licensing within the first six months of employment
  • Excellent communication skills – ability to communicate complex financial concepts to individuals with varying degrees of financial knowledge
  • Organized and detail oriented
  • Good problem solving and time management skills
  • Ability to prioritize and focus on high value tasks and opportunities
  • Ability to work independently and with a team to achieve a common goal
  • “Team Player” mentality

Experience with any of our systems is not required but is a big plus: Salesforce, NetX360, Albridge, Morningstar, Laserapp, Egnyte, and eMoney.

Salary and Benefits

  • The salary range will be $90-110K, based on experience and credentials
  • 3% safe harbor profit sharing (non-discretionary), with another 2-4% possibility (discretionary)
  • 75% of health insurance paid by the firm
  • Market holidays plus 18 days PTO
  • Long term disability
  • Company cell phone
  • Strong firm culture based on improvement and growth – you will always have room to grow at CCR

The Process

Qualified candidates will start the process by having a 15-30 minute phone interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments in the process. A background and credit check will be required.

We are an Equal Opportunity Employer.

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