Investment Advisor / Financial Planner

Passive Capital Management
Baltimore, Maryland
Competitive with industry average + benefits
Closing date
Apr 6, 2023

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Job Role
Investment Advisor
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification

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.


  • 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.


  • 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.

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