Associate Financial Advisor: Client Growth & Value Investing

Clarendon Capital Management LLC; Chicago (IL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Support for professional credentials

Confidential information handling

Competitive compensation structure

Job summary

Clarendon Capital Management LLC is seeking an Associate Advisor to help build an investment management practice in Chicago. This role involves identifying and fostering relationships with high-income professionals to provide ongoing financial advice and planning.

The ideal candidate will have a Bachelor’s degree, Series 65 registration, and at least 2 years in relevant fields. Competitive compensation structures based on asset management fees are offered, alongside support for professional development.

Qualifications

• 2+ years in financial, accounting, or professional services expected.
• Must be Series 65 registered to commence full employment.
• Experience in building client relationships is a plus.

Responsibilities

• Identify and build relationships with high-income professionals.
• Provide ongoing advice and client service.
• Deliver portfolio assessments and financial plans.

Skills

Relationship building

Financial planning

Value investing principles

Client service

Education

Bachelor’s degree in business, economics, financial planning, or similar

CFP or similar qualifications

Job description

Clarendon Capital Management LLC is seeking an Associate Advisor to help build an investment management practice in Chicago. This role involves identifying and fostering relationships with high-income professionals to provide ongoing financial advice and planning.

The ideal candidate will have a Bachelor’s degree, Series 65 registration, and at least 2 years in relevant fields. Competitive compensation structures based on asset management fees are offered, alongside support for professional development.