Investment Advisor / Financial Planner

Passive Capital Management (PCM) is a fee-only Registered Investment Advisor (RIA) based in Baltimore, 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, account maintenance, and ongoing relationship building.

Qualifications

• FINRA Investment Advisor Representative license (Series 65 or Series 66) preferred. 
• 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.
• Proficient in MS office products (excel, word, and powerpoint) as well as experience using a contact management system (CRM). 
• Commitment to the industry with eagerness to learn and grow within the firm.