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Covington Investment Advisors Logo
Covington Investment Advisors

Ligonier, Pennsylvania

Private Vista LLC Logo
Private Vista LLC

Chicago, Illinois

Telos Capital Management, Inc. Logo
Telos Capital Management, Inc.

Newport Beach area, California

Cherry Bekaert Advisory LLC Logo
Cherry Bekaert Advisory LLC

Chicago , Illinois

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Wealth Planner
The Wealth Planner position is a unique opportunity to expand our client offerings at Crawford Investment Counsel (CIC). This is a new position for CIC and the firm is looking for a professional who can be strategic and instrumental in the development of the firm’s Financial Planning effort. It is expected that the individual will have the ability to think creatively and demonstrate strong leadership skills. The professional will both work directly with clients and mentor other professionals in various aspects of Financial Planning. This position will report to the Managing Director of Portfolio Management.  With the creation of this new position, CIC will enhance the services we provide to our clients in areas outside of investments, specifically reviewing deeper aspects of our clients


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