Financial Advisor
Company: Capital Asset Management, Inc.
Location: Columbus
Posted on: May 27, 2023
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Job Description:
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 RequirementsBachelor'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.
Keywords: Capital Asset Management, Inc., Columbus , Financial Advisor, Accounting, Auditing , Columbus, Ohio
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