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Senior Financial Advisor

Employer
CCR Wealth Management
Location
Westborough, Massachusetts
Salary
Very competitive salary package
Closing date
Aug 9, 2022

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Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred
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Job Details

CCR Wealth was founded in 1998 and is a growing independent Wealth Management firm in Westborough, MA. Our Firm has many distinguished industry awards and is committed to supporting our neighbors and community by giving back to the community through several charities and associations we are passionate about. Our team of tight-knit seasoned professionals with distinct backgrounds, credentials and experience have been working together for over a decade, so we know the value of creating a cohesive and fulfilling work environment. We have a strong culture, competitive salary, excellent benefits and an upbeat workplace that make our Firm an outstanding employer of choice to build your career.

We are actively seeking a Senior Financial Advisor to work in our Westborough, MA office. The Senior Advisor will work closely with our Managing Partner and his clients. 

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
  • Identify, discuss, plan, and solve issues common among high-net-worth individuals and their families
  • Coordinate with the client service team on meeting prep and post-meeting follow-ups
  • Work with the firm’s prospective clients and referrals to identify new opportunities

Requirements

  • 7 years of experience in a position working with retirement plans
  • CFP designation required
  • Series 7 and Series 63/66 strongly preferred or the ability to obtain licensing within the first six months of employment
  • Ability to communicate comfortably with high-net-worth individuals
  • Strong interpersonal skills, with the ability to work well with others, and communicate with various personality types / levels of expertise
  • Ability to work well with a team and independently
  • Excellent verbal and written communication skills
  • Organized and detail oriented
  • Good problem solving and time management skills
  • Ability to prioritize and focus on high value tasks and opportunities

Salary and Benefits

  • Very competitive salary package based on experience and credentials
  • Growth opportunity - we want to invest in your career growth at CCR, so you will be working closely with other seasoned professionals to facilitate your development into a more senior-level position.
  • 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. 

We are an Equal Opportunity Employer

Company

CCR is a wealth management firm that provides thorough, customized financial planning solutions and strategic, disciplined portfolio management to individuals, corporations and institutions. Our team is your personal advisor, empowering you with long-term wealth strategies, individualized financial plans and strategic investment management solutions to help you pursue both short term and lifelong goals.
Find Us
Telephone
508-926-2401
Location
1800 West Park Drive
Suite 150
Westborough
MA
01581
United States
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