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    Careers

    At Cruz Investments & Wealth Management, we are always looking for creative and energetic team members to help move our business forward. If you are interested in being part of our team, email your resume to Service@ReyCruz.com.
     

    Marketing Coordinator

    •Ability to plan, coordinate and execute marketing campaigns online and through direct mail
    •Detail oriented with a high degree of creativity
    •Strong verbal and written communication skills
    •Responsible for logistics of speaking engagements and client events and must be able to build rapport with prospective clients

     

    Office Administrative Specialist

    •Answer phones, scheduling appointments and assisting with service requests
    •Maintain client database
    •Filing, scanning and other administrative duties
    •Responsible for client experience and consistent communication with prospective clients

     

    Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.

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    Meet Rey Cruz
    Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and having confidence in your financial future.
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    Investment Advisory Services offered through Cruz Investments & Wealth Management, an Illinois State Registered Representative Investment Advisor. Registered Representative offering securities through GF Investment Services, LLC Member FINRA/SIPC. 501 N. Cattlemen Road; Suite 106, Sarasota, FL 34232. (941) 441-1902. FINRA

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    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.