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Wealth Management Consultant

2 months ago

Columbus, Ohio, United States Capital Asset Management, Inc. Full time
Position Overview:
Capital Asset Management, Inc. is on the lookout for a Wealth Management Consultant to enhance our dedicated team. With over 25 years of experience serving a loyal and affluent clientele, we pride ourselves on being a fee-only advisory firm, focused solely on providing exceptional financial guidance without the influence of product sales or commissions.

Key Attributes Required:
  • A genuine passion for assisting clients and colleagues, with a commitment to delivering outstanding service.
  • The ability to analyze complex financial situations while maintaining a personal touch.
  • Independence in work, coupled with a collaborative spirit within a team setting.
  • A proactive approach to discovering, developing, and implementing financial strategies.
  • Proficiency in navigating financial software with ease.
  • A polished professional demeanor, capable of effective communication with clients and peers.
  • A positive mindset and a continuous drive for self-improvement.

Core Responsibilities:
  • Acting as a fiduciary for all clients, ensuring their best interests are prioritized.
  • Effectively conveying the value of personalized financial advice.
  • Conducting individual and team meetings with clients.
  • Preparing and delivering comprehensive financial plans and investment assessments.
  • Creating tailored solutions to help clients achieve their financial goals.
  • Collaborating with the Client Service Manager to ensure accuracy in plans and narratives.
  • Providing recommendations aligned with the firm's philosophy.
  • Managing relationships with external partners for services such as tax accounting, insurance, estate planning, and philanthropy.
  • Identifying and nurturing relationships to expand the firm's clientele.
  • Educating clients on various financial planning topics.
  • Contributing to the enhancement of internal and external processes for improved client service.
  • Staying informed on current political and economic developments affecting financial markets.
  • Assisting with research and various projects as needed.
  • Building and maintaining relationships with prospective clients, with opportunities for advancement based on client introductions.

Qualifications:
  • A Bachelor's degree with at least 2 years of experience in customer service, banking, accounting, relationship management, or financial services.
  • Preferred designations include CFP, CIMA, CPA, CFA, ChFC, or EA; candidates without these will be expected to pursue relevant education shortly after joining.
  • Exceptional oral and written communication skills.
  • Strong analytical and organizational capabilities.
  • A collaborative team player.
  • Technical proficiency in Microsoft Office and industry-specific software.

Application Process:
Qualified candidates are encouraged to submit their resume along with a brief cover letter expressing their interest in Wealth Management and Financial Services, as well as their salary expectations. Compensation and position title (Wealth Management Consultant, Senior Consultant, or Associate Consultant) will be negotiated based on experience.

About Capital Asset Management, Inc.:
We specialize in assisting affluent families and individuals in safeguarding and enhancing their wealth. As an independent Multi-Family Office, we provide expert guidance on asset organization, goal identification, and investment decision-making. Our extensive experience has allowed us to develop a comprehensive approach and a wide array of customizable services tailored to meet the unique needs of each client.