Associate Financial Advisor

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🕒 Abril 1

🌽 Illinois – Remoto

🌽 Illinois – Remote

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💸 Planejamento e Análise Financeira (FP&A)

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Clarendon Capital Management LLC

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1 - 10 funcionários

💸 Finanças

🤝 B2B

Finance • Investment Management • B2B

Clarendon Capital Management LLC é uma empresa de investimento ativa e orientada para o valor, com sede em Waukesha, Wisconsin. A empresa se especializa em criar valor através de uma estratégia de portfólio concentrado, investindo em ações individuais e ETFs em vários setores e capitalizações de mercado. Sua abordagem foca em identificar empresas cujo valor intrínseco excede o preço de mercado atual, muitas vezes considerando múltiplos do valor contábil, lucros do proprietário ou fluxo de caixa. Um componente distinto de sua estratégia inclui investir em situações especiais, pequenas/micro-capitalizações e negócios privados, nos quais aplicam sua expertise em estratégia de negócios para agregar valor. A Clarendon Capital Management trabalha exclusivamente com investidores credenciados, family offices e atua como subconsultora para Consultores de Investimento Registrados (RIAs) independentes. A empresa adere ao Código de Conduta Profissional do Gestor de Ativos da CFA, mantendo o foco no investimento de longo prazo juntamente com seus clientes.

Descrição

• Associate Advisor’s responsibility is to identify and build relationships with high-income professionals, entrepreneurs, and other investors with long-term investment horizons. • Prospective client engagement process includes building credibility and trust, solving clients' financial problems and challenges, and providing ongoing advice and client service. • Advisor should understand basic personal and business financial matters, financial planning, and value investing principles. • Deliverables will include portfolio assessments, financial plans, investment management recommendations, and other ad-hoc financial recommendations. • Other marketing activities including networking with prospects and clients, organizing seminars, blogging, and content creation is expected for Advisor to develop credibility and professional relationships. • Participation in other firm activities including small business succession advice, search funds, and direct investments could be possible, but not expected to initially be core to the Associate Advisor role.

🎯 Requisitos

• Bachelor’s degree in business, economics, financial planning, or similar required. • Must be Series 65 registered to commence full employment. • CCM can sponsor new professionals to register for the appropriate exams. • CFP or similar qualifications highly desired. • 2+ years in financial, accounting, or professional services expected. • More experienced professionals with existing relationships also welcome.

🏖️ Benefícios

• Compensation is based on revenue from acquired and developed clients. • CCM charges fees based on a percentage of assets under management (AUM), as well as fixed fees. • The Associate Advisor will receive a percentage of fees that are competitive and above rates of many larger brokerage and advisory firms. • CCM wants its Advisors to be aligned with its clients and long-term firm success. • We encourage and will support the Advisor's pursuit of relevant credentials and certifications, as well as professional group memberships.