Fairport is currently looking to add a Consultant to our professional staff. The Consultant is responsible for client core deliverables, including: asset allocation, cash flow, balance sheet, income tax planning and compliance, estate planning, and forward-looking financial planning. The Consultant works with the Client Team to deliver the firms core services to existing clients and as part of our new business development efforts. We look for 5+ years of industry expertise, with a professional designation (CPA and/or CFP) preferred. The successful candidate will have a strong working knowledge of high net worth client planning and investment management. Specific expertise is helpful in the areas of executive perquisite plans, deferred compensation plans, stock option plans, and complicated executive transition plans. A Consultant will possess excellent written and verbal communication, as well as interpersonal skills, and have the ability to deal with broad concepts and handle multiple priorities. Fairport offers a competitive base salary. In addition, Consultants can earn incentive compensation bonus based on company goals and individual performance. Fairport offers comprehensive benefit programs including: health/RX, dental, vision, life, Section 125/flexible spending, Short & Long-Term Disability, and AD&D. In addition, Fairport encourages and supports continuing education and development.
For a confidential meeting please contact:
Kenneth J. Coleman: Managing Partner at 3636 Euclid Avenue, Cleveland, Ohio 44115
by email at kenneth.coleman@fairportasset.com
No phone call please