Financial Advisor

Capital Asset Management Group; Washington (District of Columbia); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Capital Asset Management Group in Washington, DC, is seeking a full-time Financial Advisor to help clients build and sustain strategic financial plans.

You will meet with clients to assess goals, design retirement, investment, and insurance plans, and monitor portfolios while staying compliant with regulations. The role emphasizes building trust, educating clients, and maintaining detailed records.

Qualifications

• Bachelor’s degree in finance, economics, business, or a related field.
• CFP®, CFA®, or ChFC® credentials are preferred.
• Proven experience in a client-facing advisory or wealth management role.

Responsibilities

• Meet with clients to assess financial situations, clarify goals, and develop comprehensive plans covering retirement, investments, insurance, and cash flow.
• Analyze financial data, recommend strategies and products, monitor portfolio performance, and adjust plans as client needs or market conditions change.
• Educate clients through planning frameworks, maintain detailed records, and stay current on regulations and market trends.
• Collaborate with internal teams and build long-term client relationships grounded in trust and transparency.

Skills

Financial Planning

Retirement Planning

Investments

Financial Advisory

Analytical Skills

Communication

Client Relationships

Hybrid Work

Education

Bachelor in Finance

CFP preferred

CFA preferred

Job description

Company Description

Capital Asset Management Group is a privately owned, independent firm that helps clients implement and sustain strategic financial plans developed through its learning center, the Institute for Financial Independence. The firm is known for forward-thinking, unconventional advice tailored to individual financial goals. Its results-driven culture focuses on delivering sophisticated solutions for managing wealth. Team members collaborate closely with clients to help them pursue long-term financial independence and achieve their personal and professional dreams.

Role Description

This full-time Financial Advisor role is a hybrid position based in Washington, DC, with the flexibility to work from home part of the time. The Financial Advisor will meet with clients to assess their financial situations, clarify goals, and develop comprehensive plans covering retirement, investments, insurance, and cash flow. Daily responsibilities include analyzing financial data, recommending strategies and products, monitoring portfolio performance, and adjusting plans as client needs or market conditions change. The role also involves educating clients through the firm’s planning frameworks, maintaining detailed records, collaborating with internal teams, and staying current on financial regulations and market trends. Advisors are expected to build long-term client relationships grounded in trust, transparency, and consistent follow-up.

Qualifications

• Candidates should possess strong skills in Financial Planning and Retirement Planning to design comprehensive, goal-based strategies.
• Candidates should possess solid Finance and Investments skills to analyze markets, construct portfolios, and evaluate risk and return.
• Candidates should possess Financial Advisory skills to provide client-centric guidance, explain complex concepts clearly, and support informed decisions.
• Bachelor’s degree in finance, economics, business, or a related field; advanced credentials such as CFP®, CFA®, or ChFC® are preferred.
• Proven experience in a client-facing advisory or wealth management role, with a track record of building and retaining relationships.
• Strong analytical, quantitative, and communication skills, with high attention to detail and professional integrity.
• Ability to work effectively in a hybrid environment, manage multiple client engagements, and adhere to regulatory and ethical standards.