Employment Opportunities

Browse Our Open Positions

CCR is always looking to add exceptional talent to our team. If you are interested in a position listed below, please forward your resume to [email protected].

Certified Financial Planner

Job Duties: Collaborate with our financial planning team to organize and prepare complex financial plans for high-net-worth clients. Work with our team’s current and prospective clients to gather, organize, input, and report on their financial data. Analyze prospective client's current situation and present comprehensive recommendations. Monitor and re-evaluate financial plans on an ongoing basis. Responsible for recognizing opportunities to expand our services to client's during Financial Planning Analysis and recommending all ancillary services.

  • Job Requirements:
    • 3+ years of experience is required.
    • Must hold CFP® designation along with Series 7 & Series 63 or 66.
    • Experience in financial planning software (preferably Emoney).
    • Insurance experience and licensing are a plus.
    • Candidates must have outstanding verbal and written communication skills, as well as appropriate academic qualifications.

Client Service Associate

Job Duties: Prepare advisors for meetings with appropriate forms, reports, data, and research. Prepare new investment account paperwork and manage the transfer of assets. Perform portfolio administration with regard to client data, contributions, and withdrawals. Prepare and manage to completion of investment and insurance paperwork. Respond to client requests for service and trouble-shoot service issues. Establish client files and maintain client data in CRM program. Prepare advisors for meetings with appropriate forms, reports, data and research. Prepare new investment account paperwork and manage the transfer of assets. Perform portfolio administration with regard to client data, contributions, and withdrawals. Prepare and manage to completion investment and insurance paperwork. Respond to client requests for service and troubleshoot service issues. Establish client files and maintain client data in CRM program.

  • Job Requirements:
    • 3+ years of experience as a registered associate
    • Must hold securities registrations of Series 7 & Series 63 or 66.
    • Quick learner of new technologies
    • Experience using CRM technology, particularly Salesforce preferred
    • Software experience with: NetX360/Albridge/Morningstar/Laser App
    • Organized, meticulous, detailed-oriented and able to multitask
    • Good problem-solving and time-management skills
    • Ability to exercise good judgment by recognizing the urgency and setting of priorities
    • A low-ego, team player

 

Interested?
Let's Get in Touch.

Our Financial Team has years of combined experience, and we'd love for you to join. Reach out today.

Please enter your name.
Please enter a message.

Check Out the Latest CCR Insights

CCR Wealth’s team of experts works together to create insights, provide original analysis, simplify complex financial topics and answer your questions. This collection of CCR Wealth-created and curated videos and written commentary drills down to the essential information you need.

Protect Against a Scorching Market

By CCR WM | July 18, 2024

The stock market is experiencing its own form of a heat wave. Here’s how to protect your wealth from the financial heat.

Annual Reviews

By CCR WM | July 16, 2024

It’s crucial to schedule a yearly financial checkup with your advisor to ensure you’re on the right path towards reaching your financial goals.

Leaving a Legacy Saving for Your Family’s Financial Future

By CCR WM | July 11, 2024

Estate planning is not just for the elderly – it’s a crucial tool for anyone looking to secure their family’s financial future.

July 2024 Market Outlook

By CCR WM | July 9, 2024

A look into the current state of the market as of July 2024.

401(K) Vs. IRA: What You Should Know

By CCR WM | July 9, 2024

Are you prepared for retirement? Knowing the differences between 401(k) and IRA plans is crucial in making informed decisions about your future.

New Opportunities for LGBTQ+ Business Owners

By CCR WM | June 27, 2024

Do you own a business and identify as LGBTQ+? If the answer to both is yes, then you might want to consider getting certified by the National Gay and Lesbian Chamber of Commerce.

Don’t Delay an Important Discussion

By CCR WM | June 25, 2024

If you’re reluctant to speak to your adult children with information regarding your retirement plan, here are some suggestions to get you started.

Real Financial Issues in the LGBTQ+ Community

By CCR WM | June 20, 2024

Despite progress towards LGBTQ+ rights and recognition, there are still several financial factors that impact the community.

What to Expect When Working with Your Estate Planning Team

By CCR WM | June 18, 2024

When creating an estate plan, you may be asked to provide information on family and other beneficiaries, health, assets and liabilities, existing plans, and goals.

Estate Planning for the LGBTQ+ Community

By CCR WM | June 13, 2024

Financial planning considerations for the LGBTQ+ population are frequently overlooked. Let’s explore some of the issues and what can be done.