Available Positions
Capital Asset Management Group is on the lookout for a talented and dynamic Certified Financial Planner (CFP) and/or Certified Public Accountant (CPA) to join our fast-paced, rapidly expanding team.
About Us: Capital Asset Management Group is a leader in the financial planning sector, specializing in delivering customized, client-focused financial strategies. Our success is built on fostering long-term relationships and providing a comprehensive suite of financial services, from investment management to retirement planning.
Key Responsibilities:
Develop and implement personalized financial plans for clients, considering their unique needs and goals.
Provide expert advice on financial matters including investments, taxes, and estate planning.
Analyze and review clients' financial status, develop strategies for improvement, and monitor progress.
Collaborate with our team of financial advisors to ensure clients receive top-tier service.
Stay updated on the latest financial regulations and trends to ensure compliance and best practices.
Qualifications:
Certified Financial Planner (CFP) and/or Certified Public Accountant (CPA) designation.
Proven experience in financial planning, wealth management, or a related field.
Strong analytical and strategic thinking skills.
Excellent communication and interpersonal skills.
Ability to build and maintain strong client relationships.
High level of integrity and ethical standards.
Proficiency in financial planning software and tools.
What We Offer:
Competitive salary and benefits package.
Opportunity for professional growth and development.
Collaborative and supportive team environment.
Flexibility with remote working options.
Access to top-notch industry resources and training.
If you're ready to take your career to the next level with a company that values innovation, client satisfaction, and professional excellence, we'd love to hear from you.
Please submit your resume and cover letter to recruiting@capitalamg.com.