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About Us:

Stevens Capital Partners is a thriving and fast-growing fee-only SEC-registered investment advisory firm dedicated to providing a top-tier client experience. We are actively seeking a dedicated and qualified individual to join our team of experienced professionals. Our team's core mission is to delight our clients with exceptional, white-glove service.

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Job Description:

We are seeking a highly motivated and qualified Lead Private Wealth Advisor to take a crucial role in delivering comprehensive financial advice to our clients. This individual will concentrate on the last five steps of the CFP Board's Financial Planning Process, which involves working closely with clients to gather information, analyze data, develop recommendations, implement strategies, and continuously monitor financial plans. This role requires regular client interactions, the preparation of financial planning recommendations, collaboration with cross-functional teams, and the accurate maintenance of our internal CRM software. We are seeking an accomplished Lead CFP Wealth Advisor to become a valuable addition to our team and help us reach new levels of success.

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Key Qualifications:

·  CFP® Certification Required.

·  Proven track record of strong sales skills and the ability to grow a practice.

·  Experience growing a book of business.

·  Exceptional financial planning and analytical abilities.

·  Strong communication and interpersonal skills.

·  Commitment to the highest ethical standards and fiduciary responsibility.

·  Relevant educational background in Finance, Accounting, or Business Administration.

·  Bachelor's degree.

·  A minimum of 5 years of experience in the financial services industry.

·  Satisfactory background and credit check.

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Desired Characteristics:

·  Self-motivated and independent.

·  Committed to self-development and the development of others.

·  Strong attention to detail.

·  Coachable and open to learning.

·  Possesses an approachable and respectful communication style.

·  A self-starter with a proactive mindset.

·  Maintains familiarity with industry and economic trends and applies knowledge to client service and relationships.

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Job Duties:

·  Develop and maintain robust client relationships, comprehending their financial objectives, and delivering tailored solutions.

·  Actively engage in and lead client meetings.

·  Leverage your sales skills to attract and retain clients, actively contributing to the growth of our firm.

·  Proactively identify new business opportunities and collaborate with team members to expand client relationships.

·  Collaborate with colleagues across different business lines to best meet clients' needs.

·  Manage and ensure the accuracy of our internal CRM software.

·  Create comprehensive financial plans, integrating investment strategies, retirement planning, estate planning, tax optimization, and more.

·  Continuously update and refine financial planning recommendations.

·  Manage tasks that may overlap between different department areas.

·  Stay current with industry trends and regulations, continually enhancing your knowledge and expertise.

·  Perform any other duties as assigned.

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How to Apply:

If you meet the qualifications and possess the desired characteristics for this role, please submit your resume and a cover letter outlining your suitability for the position office@stevenscp.com.

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‍About Us:

Stevens Capital Partners is a thriving and fast-growing fee-only SEC-registered investment advisory firm dedicated to providing a top-tier client experience. We are actively seeking a dedicated and qualified individual to join our team of experienced professionals. Our team's core mission is to delight our clients with exceptional, white-glove service.

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Job Description:

We are looking for a highly motivated and qualified Portfolio Manager to actively support the client relationship team in managing investment accounts. This role will analyze, structure, implement, and monitor investment strategies for clients, utilizing stocks, individual bonds, index and equity mutual funds. Monitoring the performance of client accounts is also a key responsibility.

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Key Qualifications:

·  Certified Financial Analyst (CFA) Required.

·  Educational background in Finance, Accounting, or Business Administration.

·  Bachelor's degree.

·  Minimum of 5 years of experience in constructing portfolios equity/fixed income.

·  Satisfactory background and credit check.

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Desired Characteristics:

·  Motivated and organized self-starter with strong attention to detail.

·  Coachable and open to learning.

·  Ability to manage multiple responsibilities successfully.

·  Effective collaboration in a team environment.

·  Willingness to assist in all areas of a growing business.

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Job Duties:

·  Intermediate knowledge of the investment field.

·  Strategic, analytical, and problem-solving skills.

·  Solid decision-making skills.

·  Contribute to Investment Committee meetings with research findings and recommendations.

·  Portfolio management and client-facing responsibilities.

·  Collaboration with leadership, research teams, operations staff.

·  Preparation of materials/reports for client meetings.

·  Participation in the development of short and long-term investment policies and strategies.

·  Portfolio Management: Construct Portfolios Implementation of investment strategy, monitoring accounts, and conducting periodic reviews.

·  Market Research: Staying informed of market developments, company news, and industry trends.

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Essential Functions & Skills:

·  Intermediate knowledge of the investment field.

·  Intermediate strategic, analytical, and problem-solving skills.

·  Intermediate presentation skills.

·  Solid decision-making skills.

·  Motivated and organized self-starter with strong attention to detail.

·  Adaptability and resilience in various situations.

·  Basic proficiency with Microsoft Word, Excel, Teams, and Outlook.

·  Advanced support functions within the client service team, including advanced reporting, client interface, and trading.

·  Determination of appropriate investment objectives and asset allocation.

·  Participation in new business development activities, compliance, and special projects.

·  Other duties as assigned.

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How to Apply:

If you meet the qualifications and possess the desired characteristics, please submit your resume and a cover letter outlining your suitability for the position to office@stevenscp.com.

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About Us:

Stevens Capital Partners is a thriving and fast-growing fee-only SEC-registered investment advisory firm dedicated to providing a top-tier client experience. We are actively seeking a dedicated and qualified individual to join our team of experienced professionals. Our team's core mission is to delight our clients with exceptional, white-glove service.

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Job Description:

We are looking for a Paraplanner who will play a vital role in working closely with our Founder/President and serving high-net-worth clients. This role primarily focuses on constructing financial plans, conducting research across all six areas of financial planning, and supporting the financial advisor in servicing their book of business. The Paraplanner will be responsible for preparing client and internal analysis and solutions, as well as assisting in managing the book of business, including client recommendations, insurance guidance, distribution requests, pension recommendations, and more.

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Key Qualifications:

·  Bachelor's degree.

·  Professional experience of 5+ years (preferred).

·  CFP® designation Required.

·  Satisfactory background and credit check.

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Desired Characteristics:

·  Self-motivated and independent.

·  Strong attention to detail.

·  Analytical mindset.

·  Coachable and open to learning.

·  Self-starter with a proactive attitude.

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Key Responsibilities:

·  Collaborate closely with the Founder President and other advisors.

·  Build comprehensive financial plans.

·  Conduct research across all areas of financial planning.

·  Assist in managing the book of business, including client recommendations, insurance guidance, and more.

·  Work closely with administrative staff to ensure a high level of client satisfaction.

·  Utilize third-party software for client information maintenance, financial account reporting, and rebalancing.

·  Collaborate with our custodian, Fidelity, Inc., for managing client accounts and updates.

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How to Apply:

If you meet the qualifications and possess the desired characteristics, please submit your resume and a cover letter outlining your suitability for the position to office@stevenscp.com.

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