CRESTWOOD ADVISORS LLC
Portfolio Manager/Investment Advisor
CRESTWOOD ADVISORS LLC, Crestwood, Missouri, United States
Crestwood Advisors Group LLC is a fast-growing $7+ billion wealth management firm
seeking to add a
Portfolio Manager/Investment Advisor
to join our energetic team. Crestwood Advisors is an independent, fee-only RIA with offices in Boston, Massachusetts, Fairfield County, Connecticut, & Providence, Rhode Island that provides High Net Worth clients with comprehensive wealth & investment management solutions.
This opportunity exists in the Boston location.
Crestwood Advisors strives to help clients exceed their financial goals by navigating and understanding the broader aspects of their financial lives. We value our clients and believe they deserve the highest quality of client service and thoughtful financial advice.
We are seeking a highly motivated and intellectually curious
Portfolio Manager/Investment Advisor
with a passion for the investment markets and a minimum of 5 years of experience in wealth advisory. This individual will be responsible for delivering tailored portfolio management solutions to new and existing clients. The ideal candidate should thrive working independently and in a collaborative team setting and possess the ability to clearly communicate investment strategies and market insights within the context of each client’s unique financial objectives.
Responsibilities:
Collaborate with clients to define investment objectives, asset allocation parameters, and investment policy statements
Develop customized investment strategies and manage diversified portfolios (equities, bonds, ETFs/MFs, illiquid alternatives)
Lead regular client review meetings and engage in comprehensive wealth discussions to demonstrate how the firm’s investment approach aligns with the clients’ long-term goals
Contribute to the security and manager selection process in collaboration with the Research team
Proactively identify and pursue new business development through relationship building and strategic outreach
Requirements:
5+ years experience managing investment portfolios for high-net-worth clients and families
CFA and/or CFP designation preferred (or progress towards)
Strong analytical, communication and relationship building skills
Experience contributing to security selection process
Proficiency with portfolio management trading and/or financial planning software (i.e. Redblack, Black Diamond, Money Guide Pro, or other professional tools)
We offer a competitive salary, comprehensive benefits package, and a dynamic, collaborative work environment. The firm will also consider support for further education and/or industry designations.
At Crestwood Advisors, we uphold fairness and equal opportunity for all applicants. We remain committed to ongoing growth and development, ensuring a lasting culture of openness, opportunity, and empowerment for all employees.
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Portfolio Manager/Investment Advisor
to join our energetic team. Crestwood Advisors is an independent, fee-only RIA with offices in Boston, Massachusetts, Fairfield County, Connecticut, & Providence, Rhode Island that provides High Net Worth clients with comprehensive wealth & investment management solutions.
This opportunity exists in the Boston location.
Crestwood Advisors strives to help clients exceed their financial goals by navigating and understanding the broader aspects of their financial lives. We value our clients and believe they deserve the highest quality of client service and thoughtful financial advice.
We are seeking a highly motivated and intellectually curious
Portfolio Manager/Investment Advisor
with a passion for the investment markets and a minimum of 5 years of experience in wealth advisory. This individual will be responsible for delivering tailored portfolio management solutions to new and existing clients. The ideal candidate should thrive working independently and in a collaborative team setting and possess the ability to clearly communicate investment strategies and market insights within the context of each client’s unique financial objectives.
Responsibilities:
Collaborate with clients to define investment objectives, asset allocation parameters, and investment policy statements
Develop customized investment strategies and manage diversified portfolios (equities, bonds, ETFs/MFs, illiquid alternatives)
Lead regular client review meetings and engage in comprehensive wealth discussions to demonstrate how the firm’s investment approach aligns with the clients’ long-term goals
Contribute to the security and manager selection process in collaboration with the Research team
Proactively identify and pursue new business development through relationship building and strategic outreach
Requirements:
5+ years experience managing investment portfolios for high-net-worth clients and families
CFA and/or CFP designation preferred (or progress towards)
Strong analytical, communication and relationship building skills
Experience contributing to security selection process
Proficiency with portfolio management trading and/or financial planning software (i.e. Redblack, Black Diamond, Money Guide Pro, or other professional tools)
We offer a competitive salary, comprehensive benefits package, and a dynamic, collaborative work environment. The firm will also consider support for further education and/or industry designations.
At Crestwood Advisors, we uphold fairness and equal opportunity for all applicants. We remain committed to ongoing growth and development, ensuring a lasting culture of openness, opportunity, and empowerment for all employees.
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