We are seeking an entrepreneurial professional who is comfortable working as part of a team implementing investment and planning strategies for high net-worth families.
This is an opportunity for an experienced investment professional to maximize his or her talent using our best-of-breed trading and reporting systems to provide best-in-class service to our clients. You will work alongside the principals of the firm, crafting and implementing investment strategies across our client base.
We offer our clients a unique value proposition that is about more than money. We are dedicated to inspiring and empowering families to live their ideals. This philosophy, along with our base of high net-worth families, makes us unique in the industry and unique in our market.
On any given day, we are:
Managing investment portfolios with an institutional approach
Recommending, and implementing advanced estate planning strategies
Researching sophisticated investment ideas
Interfacing with other professionals on our clients’ behalf
Proactively managing our clients’ tax liabilities
Managing family limited partnerships and trusts
Helping our clients manage their charitable giving
Evaluating vendors and solutions needed to expand our business
Meeting face to face with clients to address all of the above and more
Bachelor's or graduate degree
Professional designation a plus (CFP, CFA, CPA)
Series 65 licensure preferred
Proficiency in portfolio management and related issues:
3 years professional investment experience
About Century Wealth Management
We specialize in working with entrepreneurs and professionals looking for a single-source solution to managing their family wealth. We take on the role of the "family CFO" and manage investments, implement advanced planning strategies and perform a variety of administrative functions to ensure meticulous implementation and simplify our clients’ lives.Century Wealth Management is a multi-family office located in Memphis, TN, providing comprehensive, integrated advice to our client families. We were founded as Progress Capital, Inc. in 2000 to serve the investing needs of a single family after the sale of a Memphis-based business. Recognizing the opportunity to bring our expertise and strategies to a broader audience, we transitioned to a multi-family office format. In 2007, we rebranded the company as Century Wealth Management, LLC. With this as our background, every decision we make in managing money, building our company, and serving our clients has been from the perspective of: “What would I want if I were the client?”