Financial Advisor

RIA Recruiting

2d•$110,000 - $135,000•Hybrid

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 a Financial Advisor to join our team and work with our existing clients and warm prospects. This position has room for growth over time to lead the financial planning team, with the possibility of firm equity for the right person.

Requirements

3-7 years of financial services experience
Active and valid CERTIFIED FINANCIAL PLANNER (CFP®) designation
Foundational knowledge of equity compensation and executive benefits
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 conduct semi-annual review meetings with clients to stay up to date on any big career or lifestyle changes that might impact their financial plan
Conduct discovery meetings with prospects and move qualified leads through the onboarding process
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