Associate Investment Advisor

Location
Lutherville, Maryland
Salary
Commensurate with experience and strong potential for future growth
Posted
Jun 11, 2021
Closes
Jul 11, 2021
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Pursuing

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.