Financial Planner

1 day ago


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

We are a fee-only, advisory firm dedicated to providing expert advice on organizing assets, identifying life and financial goals, and making astute investment choices. Our comprehensive approach and extensive range of services are tailored to meet the unique needs and desires of each client.

Key Responsibilities:
  • Act as a fiduciary for clients, providing personalized advice and guidance.
  • Communicate the value of personal advice and meet with clients individually and as part of a team.
  • Prepare and present financial plans and investment reviews, developing solutions to help clients meet their short and long-term objectives.
  • Work with the Client Service Manager to review plans for accuracy, update plans, and develop plan narratives.
  • Leverage and manage relationships with external resources to help clients with tax accounting, insurance, estate planning, and philanthropy.
  • Identify and cultivate relationships to expand the firm's client base.
  • Educate clients on various planning topics and help the team develop better internal and external processes to serve clients more effectively and efficiently.
  • Remain knowledgeable on current political and economic events that may impact domestic and global financial markets.
  • Assist with research and other projects as assigned.
Requirements:
  • Bachelor's degree with a minimum of 2 years of 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. The successful candidate will be expected to begin the educational curriculum shortly after the start date.
  • Excellent oral and written communication 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.
About Us:

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 that can be easily customized to the needs and desires of each client.


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