Crestone Capital Advisors LLC, seeks a highly motivated Financial Associate to support our team of client advisors. The Financial Associate will be responsible for research, financial/portfolio analysis, client communications, client meeting preparation and more.
Ranked by Wealth Manager Magazine as one of the top wealth management firms in the country for the third straight year, Crestone Capital Advisors LLC is a dynamic and growing wealth advisory firm in Boulder, Colorado.We specialize in advising successful entrepreneurs and business leaders and have a select group of clients nationwide.Since our founding, we have built a strong, distinctive culture focused on bringing an exceptional experience to our clients, their families, and their foundations.
We are in the process of strategically growing our talented team—every new associate brings specialized skills and a unique perspective to our firm. At Crestone, we’ve created a work environment that facilitates learning, celebrates accomplishments and cultivates new ideas. We offer competitive salaries, excellent benefits and a chance to be part of a driven, successful and passionate team.
Our ideal candidate is a detail-oriented, creative problem solver who demonstrates strong initiative; the candidate should possess excellent communication skills as well as strong organizational and multi-tasking abilities.Advanced knowledge of Excel and a finance related degree are required.A minimum of two years’ experience in a similar position is preferred, along with experience with Microsoft Office Suite and Advent Software.
Email resume, along with a cover letter and salary history, to info@crestonecap.com or fax to Hiring Administrator at 303.442.4587.EOE.
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It is NOT ok to contact this poster with commercial interests.
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