Financial Advisor

Capital Asset Management, Inc. is seeking a Financial Advisor to join our team. We have been serving a very loyal and affluent clientele for over 25 years.

We are a fee-only, advisory firm. We do not sell products or receive any referral fees or commissions.

Applicants must have the following attributes :

• An ardent desire to help clients and colleagues. We want people who want to help others and are committed to providing superior service.
• An ability to be analytical, while also being relatable on a personal basis.
• An ability to work independently, but collaboratively in a team environment.
• A desire to find, develop, illustrate, and implement financial solutions.
• An ability to easily understand and navigate financial software.
• A professional image, with the ability to communicate effectively with clients and colleagues.
• A positive attitude and a desire to continuously improve.

Duties include, but are not limited to :

• Acting at all times as a fiduciary for all clients served by the firm.
• Understanding and effectively communicating the value of personal advice.
• Meeting with clients individually and as part of a team.
• Preparing and presenting financial plans and investment reviews.
• Developing solutions that help clients meet their short and long-term objectives.
• Working with the Client Service Manager to review plans for accuracy, updating plans, and developing plan narratives.
• Making recommendations to clients in line with the firm’s philosophy and approach.
• Leveraging and managing relationships with external resources to help clients with tax accounting, insurance, estate planning and philanthropy.
• Identifying and cultivating relationships to expand the firm’s client base.
• Educating clients on various planning topics.
• Helping the team develop better internal and external processes to serve clients more effectively and efficiently.
• Remaining knowledgeable on current political and economic events, which could impact domestic and global financial markets.
• Assisting with research and other projects, as assigned.
• Opening and fostering relationships with prospective clients. Although the successful candidate will be paid a competitive salary, based on experience, education and ability, introducing new clients to the firm will be a consideration for on-going advancement.

Position Requirements

• Bachelor’s degree with a minimum of 2 years work experience in customer service, banking, accounting, bookkeeping, relationship management or financial services.
• A CFP®, CIMA®, CPA, CFA®, ChFC®, or EA designation is preferred, but not required. If you do not have one or more of these designations, the successful candidate will be expected to begin the educational curriculum shortly after the start date.
• Excellent oral and written communications skills.
• Strong analytical and organizational skills.
• Ability and desire to work as part of a team.
• Technical proficiency with Microsoft Office suite and industry-specific software.

Qualified Applicants should submit their resume and a brief cover letter, indicating their interest in Wealth Management / Financial Services and their current salary expectations.

Compensation and position title (Financial Adviser, Senior Financial Adviser or Associate Financial Adviser) are negotiable and commensurate with experience.

About Capital Asset Management, Inc. :

We help affluent families and individuals protect and enhance their wealth. As an independent, Multi-Family Office, we offer expert advice on organizing assets, identifying life and financial goals, and making astute investment choices.

Through years of experience, we have developed a comprehensive approach and an extensive range of services, which can be easily customized to the needs and desires of each client.