Associate Financial Advisor

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🕒 April 1

🌽 Illinois – Remote

🌽 Illinois – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

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Clarendon Capital Management LLC

WebsiteLinkedInAll Job Openings

1 - 10 employees

💸 Finance

🤝 B2B

Finance • Investment Management • B2B

Clarendon Capital Management LLC is an active, value-oriented investment firm based in Waukesha, Wisconsin. The company specializes in creating value through a concentrated portfolio strategy, investing in individual stocks and ETFs across various sectors and market capitalizations. Their approach focuses on identifying companies whose intrinsic value exceeds the current market price, often considering multiples of book value, owner earnings, or cash flow. A distinctive component of their strategy includes investing in special situations, small/micro-cap, and private businesses, where they apply their expertise in business strategy to add value. Clarendon Capital Management works exclusively with accredited investors, family offices, and serves as a sub-advisor to independent Registered Investment Advisers (RIAs). The company adheres to the CFA Asset Manager Code of Professional Conduct, maintaining a focus on long-term investment alongside their clients.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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.