Crestwood Advisors Group is a rapidly growing company providing investment and wealth management services to high net worth individuals and families. The firm, founded in 2003, now manages approximately $2 billion in assets. For additional information regarding Crestwood, please see our website at www.crestwoodadvisors.com.
POSITION: CLIENT ADVISOR
Crestwood Advisors strives to help clients exceed their financial goals by helping them navigate and understand the broader aspects of their complex financial lives. We highly value our clients and believe they deserve the highest quality of client service and thoughtful financial advice. We are seeking a motivated, dynamic, and highly organized individual with 3-6 years’ of relevant wealth advisory industry experience to be a part of our team.
Required Skills / Responsibilities
The Client Advisor assists in a seamless and superior client experience by supporting clients and the internal Crestwood team by performing the following responsibilities:
- Be the “hub” of the day to day service experience for clients
- Manage custodial process to assist clients with account creation, transfers and maintenance
- Manage and respond to client queries and/or requests from clients or the Crestwood team
- Preparation, attendance and follow up action items around client meetings
- Coordination and execution of gifting and retirement cash flow planning
- Work with team to develop and deliver financial plans
- Assist with additional departmental projects such as needed
Qualifications:
- Ability to prioritize and manage multiple tasks while maintaining a high level of detail
- Experience working with private, high net-worth clients and/or institutional clients
- Strong written and verbal communication skills
- Proficiency in MS Word, Excel, and PowerPoint
- College degree required
- Must have at least 3-6 years of relevant work experience
- Must be a team player
- A CFP® designation or progress towards a CFP® designation
- Previous experience working with Fidelity & Schwab as custodians is a plus
- Previous experience with Black Diamond a plus but not necessary
- Previous experience with Money Guide Pro or other financial planning software
Crestwood Advisors provides competitive compensation and generous benefits package, and the opportunity to be a part of an authentic and energetic team!
*Please send resumes and cover letter to:
frontdesk@crestwoodadvisors.com