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 SpecialistRequirements:-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 Name Email Phone Message Thank you! Oops!