Associate Financial Advisor
About The Position
Capital Area Planning Group LLC is a registered investment advisor (RIA) based in Washington, DC, providing financial planning, investment management, tax preparation, home mortgage, and insurance services to high-net-worth individuals and families across the United States. We take our work seriously, but we don’t take ourselves too seriously. Our culture is relaxed, supportive, and built around doing excellent work without burning people out. We prioritize employee well-being and encourage time off, because the best outcomes for our clients come from a team that has the space to recharge, stay sharp, and enjoy the work along the way. Find out more about the firm at capgllc.com. We are seeking an Associate Financial Advisor to join our team and work with our existing clients and warm prospects. This position has room for growth and learning in the short term – we want to invest in your learning and career progress.
Requirements
- 2 years of financial services experience
- CERTIFIED FINANCIAL PLANNER (CFP®) designation, or currently enrolled in a CFP program
- Desire to learn more about tax and executive compensation and progress through designations in those areas
- Ability to manage your own workload – we do not micromanage
- Organization skills & attention to detail
- Ability to track outstanding tasks to ensure great follow-through for our clients
- Ability to communicate well
- Ability to prioritize tasks, problem-solve, and meet deadlines
Nice To Haves
- Experience with our systems is not required, but is a plus: Wealthbox, Advyzon, AssetMap, Holistiplan, Pontera, Jump, TaxStatus, Trayecto, Schwab Advisor Center
Responsibilities
- Serve as a primary point of contact for clients’ financial planning related inquiries (via phone or email), ensuring clients understand their options and the implications of any recommended planning strategies
- Prepare for and participate in semi-annual review meetings with clients
- Create and update financial plans for clients and present in client meetings
- Work with outside consultants on tax, insurance, and mortgage to ensure the best outcome for clients
- Coordinate with Client Service team to ensure data and document requests are fulfilled
- Assist with trading and rebalancing client accounts
Benefits
- $80K - $90K base salary based on experience
- 4 weeks PTO plus 10 paid holidays
- 401(k) retirement plan with 3% automatic employer contribution
- Health care stipend
- Professional, Fun, Motivating Atmosphere
- Opportunity for career growth and possibility of firm equity in the future
- Hybrid working environment with Mon and Fri remote working days
- Firm sponsored education plan for tax and executive compensation knowledge, with the goal of obtaining the Enrolled Agent designation
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1-10 employees
