Financial Planner

4 weeks ago


Columbus, Ohio, United States Capital Asset Management, Inc. Full time
Capital Asset Management, Inc. Opportunity

We are seeking a skilled Financial Advisor to 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.

Key Responsibilities:
  • Act as a fiduciary for clients, providing personalized advice and guidance.
  • Develop and present comprehensive financial plans, including investment reviews and recommendations.
  • Meet with clients individually and as part of a team to discuss their financial objectives and goals.
  • Collaborate with the Client Service Manager to review and update financial plans, ensuring accuracy and effectiveness.
  • Leverage relationships with external resources to support clients with tax accounting, insurance, estate planning, and philanthropy.
  • Educate clients on various planning topics, including financial literacy and investment strategies.
  • Contribute to the development of internal and external processes to enhance client service and efficiency.
  • Stay informed about current political and economic events impacting domestic and global financial markets.
Requirements:
  • Bachelor's degree with a minimum of 2 years of experience in customer service, banking, accounting, bookkeeping, relationship management, or financial services.
  • Preferred certifications include CFP, CIMA, CPA, CFA, ChFC, or EA.
  • Excellent communication and analytical skills, with the ability to work collaboratively as part of a team.
  • Technical proficiency with Microsoft Office suite and industry-specific software.
What We Offer:

Competitive salary, negotiable based on experience, education, and ability. Opportunities for advancement and professional growth, including the potential for introducing new clients to the firm.

Capital Asset Management, Inc. is a fee-only, advisory firm dedicated to providing expert advice and guidance to affluent families and individuals. We are committed to helping our clients achieve their financial goals and objectives.


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