Hillcrest Capital Advisors is a boutique financial planning and private wealth management practice providing financial advisory, investment management services. We build customized investment portfolios that are aligned to each client’s financial objectives as part of a comprehensive wealth management plan. Clients place their trust in our expertise, integrity, and diligence. As Chief of Staff , we will lean on you to :
In all our activities we would expect you to provide exceptional customer service internally and externally to support financial advisory functions for the Hillcrest Capital team. You would immediately begin to make an impact!
Primary Responsibilities as the Chief of Staff
Qualifications
Work Environment:
Compensation and Opportunities for Advancement:
Compensation is commensurate with experience and based on being registered or non-registered at the time of hire. Hillcrest Capital Advisors believes in fostering an environment of professional development. Candidates who decide to obtain a Series 7, 66, 9, 10, or 24 Securities License will be financially rewarded for building on their skillset.
Our practice provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Hillcrest Capital Advisors is a separate entity from WFAFN.
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