Chris C. Crenshaw Financial Services, LLC is a well-established Registered Investment Advisor Firm that offers holistic investment advisory services to individuals, corporations and trusts by carefully managing our client’s risk tolerance, allowing them to meet their short and long-term goals throughout the investment lifecycle, whether in the accumulation or withdrawal stage. A very detailed, comprehensive analysis of investment portfolio management, retirement, income, inheritance and estate tax planning is used.
As a Senior Associate, this diverse role will offer you a variety of responsibilities with new, meaningful opportunities and interactions daily. We are seeking a versatile candidate with a Financial Services/Investment Industry background that desires to be an integral part of a team in a warm and professional work environment where your positive contributions are valued and appreciated by your colleagues and clients.
- You should be looking for a unique and secure career opportunity that is intellectually stimulating and will offer you unlimited educational, personal, and income growth. Basic salary range $48,000 - $72,000, plus an additional percentage of all new business fee income that will give you an unlimited financial future.
- You will enjoy and be motivated every day by your desire to provide exceptional service helping our clients achieve their personal, short and long term financial goals.
- You will have a strong work ethic coupled with a sense of responsibility and integrity will be a vital part of your character.
- You will have excellent communication, listening, presentation, and organizational skills.
Your responsibilities will include taking a proactive role in managing client relationships by communicating the mission and services offered to our clients in a positive and informative manner. You will prepare and update investment portfolios and estate planning reports, assist in the preparation for client meetings and maintain and monitor compliance requirements.
It will be necessary to have a Bachelor’s Degree in Business, Finance, or Accounting, plus 10 years of experience in a successful money management practice with a CFP (Certified Financial Planner) and/or CPA with PFS (Personal Financial Specialist) designation and proficiency in all parts of Microsoft Office are required.
We will also consider a part-time candidate with the right qualifications or interested in a career in money management and a strong desire to obtain the CFP or CPA/PFS designation.
If you would like to be considered for this position and are a non-smoker, it will be necessary to send us two (2) things:
- Your cover letter
- Your resume
Only local candidates or those willing to relocate and be active in the Durham/Chapel Hill community will be considered.
Chris C. Crenshaw
Chris C. Crenshaw Financial Services, LLC
2727 University Drive
Durham, NC 27707