Careers & Succession

Welcome to Kerr Wealth Management

Liking who you work with is a requirement at Kerr Wealth Management. No matter what role you play - whether client relations, consulting, asset management or new client relations - you'll enjoy working with a client focused company who is making material changes in the lives of their employees and their clients.

Compliance

Kerr Wealth Management is currently interviewing for the following compliance positions.

-Chief Compliance Officer, CCO

-Compliance Specialist

Requirements:

-Must have CFP, CFA or series 65 credentials.


-Must have atleast 2 years industry experience in compliance or related role.


-Must have Bachelor's degree or associates with at least 3 years industry experience.

*This is a full time position. Candidates will not be allowed to be involved with outside business activity with any broker dealer, RIA firm or accounting firms.

 

Consulting & Advisory

We are currently interviewing for the following local and remote positions.

-Retirement plan administrative consultant 

-Investment Advisor Representatives

-Portfolio Manager

-Financial Planners

Requirements

-Investment Advisors and Planners-Must have series 65(1-2 years min. experience) or CFP, CFA, CPA.

-Retirement Consultants & TPA Consultants. Must have 1-2 years experience or CRPS, CRPC designation.

Must have associates degree or higher.

*All positions mentioned above are for local and remote franchise opportunities.

New Client Relations

We are currently interviewing for the following new client relations department.

-New client on boarding specialist (Investment Advisors, Financial planning & Third Party Administration)

-New Client Marketing and Sales Acquisition. (Investment Advisors, Financial planning & Third Party Administration)

Requirements

Must have 1-2 years minimum industry experience in either professional investment management, financial planning or retirement plan administration and consulting

*All positions mentioned above are for local and remote franchise opportunities.

 

 

Selling your investment or TPA (Retirement Administration Only) practice or looking for a succession partner?

Are you an Investment Advisor or RIA who is retiring and in need of a succession plan?

Kerr Wealth Management buys RIA's, and independent investment advisor practices.

Are you an independent retirement consultant and TPA?

Please contact: Andrew Kerr at 559-277-4772

Submit Your Career or Succession Inquiry Here

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