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Financial Planner

Employer
Capital Advisors, Ltd.
Location
Shaker Heights, Ohio
Salary
Based on experience, many benefits
Closing date
Oct 24, 2021

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Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Preferred
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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.

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.

 

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