Join RS Crum, Inc. - A Pioneer in Fee-Only Wealth Management
Who We Are
Located in Newport Beach, California, RS Crum has been at the forefront of financial planning innovation since 1976. Distinguished by our fee-only approach and unwavering commitment as fiduciaries, we specialize in empowering clients to manage, grow, and protect their wealth while making intelligent and strategic financial decisions along the way. With over $600 million in managed assets, we represent more than just financial success; we embody a legacy of trust and excellence in the financial world. We are looking for passionate, service-oriented individuals to join us and contribute to our continuing story of success.
Are You Ready to Shape the Future of Wealth Management?
We're in search of an self-starting Senior Associate Advisor who is not only passionate about transforming our clients' financial futures but also seeks a firm that is deeply committed to enhancing the lives of its team members. If you're driven to serve clients in creative and life changing ways, help implement innovative financial strategies, and flourish alongside a highly experienced team, your search ends here.
What You'll Do:
Customized Financial Solutions : Dive deep into the art of financial planning, from cash flow and tax strategies to investment and estate planning. Your work will be the key to solving our clients’ most complex financial challenges.
Be the Connector : Forge lasting partnerships with clients and their circle of advisors to turn financial plans into reality, ensuring a cohesive and comprehensive approach to wealth management.
Innovate and Collaborate : Bring your creativity to the table. Work alongside a team of forward-thinkers to find groundbreaking solutions and continuously sharpen your skills.
Build and Nurture Relationships : Cultivate trust and loyalty with our existing clients, becoming their go-to for financial wisdom, and strategically extend our family by welcoming new clients into the fold.
Learn, Support and Grow : You'll initially learn our way of doing business and spend a year or so working directly alongside our Senior Advisors. From there you'll receive the tools and support you need to ultimately manage your own client relationships and help grow our firm.
Are You the One?
Credentials to Brag About : You're already in possession of, or well on your way to attaining, a CFP® certification, the gold standard of the financial planning industry and a requirement for all advisors at RS Crum.
Educated and Experienced : Armed with at least a bachelor’s degree and at least three years working directly with clients in the wealth management field, you're no stranger to the intricacies of financial services.
Analytical Problem Solver : Your problem-solving skills are unmatched, and your attention to detail is razor-sharp.
Adaptive Innovator : From Microsoft Office mastery to CRM and planning software prowess, you're comfortable in the digital realm.
Excellent Communicator : Whether it's penning a compelling email or engaging in a vibrant conversation, your communication skills are top-notch.
Collaborative Team Synergy : You play well with others, bringing positivity and collaboration to every interaction, whether it’s within our walls or with our clients.
Relationship Builder : You're a natural at creating connections, eager to grow our community by introducing prospective clients and professionals to our innovative approach.
Competitive Compensation and Benefits
Ready to embark on this exciting journey with us? Apply now and let’s redefine wealth management together!
...adapt in a dynamic, fast-paced environment. DRUM has been featured on various television news programs, including Fox Business Women and Money, NBC Nightly News, CNNs In the Money, MSNBCs Your Business, NY1s Money Matters, and Bloomberg Small Business....
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