Job description

CCR Wealth Management has an immediate opening for a full-time Investment Associate.

Who we are:

CCR Wealth was founded in 1998 and is a growing independent Wealth Management firm in Westborough, MA. Our Firm has many distinguished industry awards and is committed to supporting our neighbors and community by giving back through several charities and associations we are passionate about. Our team of tight-knit seasoned professionals with distinct backgrounds, credentials and experience have been working together for over a decade. We know the value of creating a cohesive and fulfilling work environment. We have a strong culture of teamwork, employee appreciation, offer a competitive salary, excellent benefits and an upbeat workplace in a state of the art facility that make our Firm an outstanding place to build your career.

Who you are:

You have an interest in, and an aptitude for the investment aspect of financial planning and wealth management. You are flexible and adaptable to serve a wide range of roles and learn systems and principles quickly and thoroughly in an ever-changing investment climate. You will be responsible for the operational aspect of our internal portfolio review committee meetings to include running reports for review, taking minutes, delegating tasks and following up with advisors and other members of the portfolio review committee. This is an excellent opportunity for someone who has an interest in investment principles, wealth management, and wants to learn under our experienced CIO.

Position Responsibilities

• Coordinate the operations of our internal portfolio review committee on a weekly basis
• Initiative to improve and streamline our process in relation to the portfolio review process
• Achieve a full understanding of CCR WM investment philosophy, policies and procedures
• Interact with and be a resource to CCR WM advisors.

Position Requirements

• Be prepared to learn and adopt portfolio management techniques
• Bachelor’s Degree is required
• Series 7 and Series 63 & 65 or Series 66 preferred. Can be obtained while in training.
• Pass all background checks and federal, state, and broker dealer requirements for employment in a financial services firm dealing in securities and insurance.

Job Type: Full-time

Pay: $70,000.00 - $110,000.00 per year

Physical setting:

• Office

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• westborough, ma 01581: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Required)

Experience:

• Financial services: 3 years (Required)

License/Certification:

• Series 65 (Preferred)
• Series 7 (Preferred)
• Series 66 (Preferred)

Work Location: One location

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