Associate Investment Advisor
- Employer
- Passive Capital Management
- Location
- Lutherville, Maryland
- Salary
- Commensurate with experience and strong potential for future growth
- Closing date
- Jun 11, 2021
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- Job Role
- Investment Advisor
- Employment Type
- Full Time
- Level
- Entry Level
- Experience Level
- 1-4 years
- CFP® Certification
- Pursuing
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Passive Capital Management (PCM) is a fee-only Registered Investment Advisor (RIA) based in Towson, MD and Syracuse, NY that is looking to hire a team-oriented Associate Investment Advisor. This position offers a great opportunity to join an established and successful team of Investment and Financial Advisors. The Associate Investment Advisor is a support role with the potential for professional growth within the firm.
Competitive base salary with strong potential for annual growth on a discretionary basis.
Responsibilities
- Developing strong and trusted relationships with current clients and their families.
- Supporting the PCM team in delivering the highest level of customer service which includes acting in ways that are:
- Responsive
- Confidential
- Prudent
- Collaborating with teammates to implement our passive investment philosophy on behalf of our clients.
- Supporting teammates with client onboarding and account maintenance.
Qualifications
- Current or working toward completing the Investment Advisor Representative designation (Series 65 or Series 66)
- Certified Financial Planner (CFP) designation or working toward the certification.
- Strong work ethic and well organized with the desire to work in a team-oriented environment.
- Commitment to the industry with eagerness to learn and grow within the firm.
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