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Financial Planner

Capital Advisors, Ltd.
Shaker Heights, Ohio, United States
26 days ago

Description

Since 1991, Capital Advisors, Ltd. has been dedicated to providing financial planning/wealth management services to successful individuals and family business owners. Our holistic, objective, solutions-oriented approach has earned us the trust of our clients and the respect of our peers and other professionals. We develop gratifying bonds with our clients which reach beyond the traditional client/advisor relationship. We have experienced solid, consistent growth, have an exceptional client retention rate, and receive consistent referrals due to our reputation. We have a culture of collaboration and an atmosphere which inspires professional growth. Our staff’s average tenure is over 16 years.  Website:  www.capitaladvisorsltd.com

We are looking for a career-oriented individual who is committed to excellence and is passionate about developing a career with a pre-eminent financial planning firm.

You will work in teams with Lead Advisors providing case management for clients, incorporating analysis and preparation of financial planning reports, including portfolio reviews, investment planning, cash flow planning, estate planning and risk management. You will be an active participant in client meetings and will be a participating member of the Investment Policy Committee. The position affords the opportunity to develop into a Lead Advisor. 



Requirements

Required

    • Minimum 3-5 years of experience in the financial services industry and a bachelor’s degree.
    • Proficient in Excel and other Microsoft Office applications.
    • Excellent organizational, oral, and written communication skills.

Preferred

    • CFP® or CFP® candidate
    • Securities licensed (Series 7)
    • Experience with portfolio reporting systems such as Orion and research programs such as Morningstar.

Job Information

  • Job ID: 58938586
  • Location:
    Shaker Heights, Ohio, United States
  • Position Title: Financial Planner
  • Company Name: Capital Advisors, Ltd.
  • Job Function: Financial Planning and Analysis
  • Job Type: Full-Time
  • Job Duration: Indefinite
  • Min Education: BA/BS/Undergraduate
  • Min Experience: 2-3 Years
  • Required Travel: None
  • Salary: $50,000.00 - $70,000.00 (Yearly Salary)

Please refer to the company's website or job descriptions to learn more about them.

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