facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Join Our Team

ProActive Capital Management is seeking a highly motivated candidate to fill the role of a Registered Investment Advisor. We are a fee-only Registered Investment Advisory firm and prefer an experienced advisor with a book of business ready to make the transition from Broker Dealer to RIA. You will provide financial guidance to clients and make recommendations on how to meet their goals. The ideal candidate will be able to analyze the client’s situation, develop appropriate recommendations and guide them through the implementation of their planning.

Responsibilities

  • Provide strategic advice across a variety of financial issues and services (investments, tax planning, estate planning, debt management, cash management, insurance coverage and risk management)
  • Work with financial planner and assess client’s overall financial picture, understand their needs and develop a solid financial plan
  • Guide clients through an effective decision-making process
  • Cultivate client base for referrals to future relationships
  • Keep abreast of current market and economic conditions
  • Comply with all industry rules and regulations
  • Addition to the Investment Committee

Skills

  • Proven working experience as a financial adviser, trust officer, CPA, or other relevant experience
  • Track record of successful career progression
  • Ability to analyze financial data and provide appropriate data-based advice
  • Strong communication, negotiation, and presentation skills
  • Accuracy, attention to detail and the ability to explain complex information clearly and simply
  • Excellent PC knowledge and ability to be trained to operate software systems
  • Relevant certifications (CFP®, CFA, CPA, EA, Attorney)
  • BS degree in Financial Planning, Finance, or related field preferred but not required
  • Series 65 or Series 7/66 combination.

Job Type: Full-time

Pay: Negotiable

Benefits:

  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Professional development assistance
  • Vision insurance

Physical Setting:

  • Office

Schedule:

  • 8 hour shift
  • Monday to Friday

Education:

  • Bachelor's (Preferred)

Experience:

  • Financial Advisors: 5 years (Preferred)

For inquiries, please email nick@pcmks.com or call our office at 785-215-8080.

Or, apply online here: https://www.indeed.com/jobs