We are looking a fast-paced CFP® with experience building and managing a high-performance financial planning team. No marketing is required in this role.
About Us
Capitol Family Office (CFO) is a Fee Only, SEC Registered Investment Advisor located in Portland Oregon. We partner with high-net-worth families and provide them with advice that’s in their best interests coupled with an exceptional client experience that saves them time. Our clients are “huggable” people that want to spend their time living their lives and value our guidance.
About the Role
The right person for this role has a player/coach mindset and loves to deliver financial planning guidance to high-net-worth clients and coach a high-performance team to multiply results. You’ll be responsible for building and managing the financial planning team, working directly with a group of clients, and growing firm revenue.
What Your Day to Day Will Look Like
What You Need to Succeed
Why Join Us?
Our Values
Our Recruiting Process
Job Type: Full-time
Pay: $100,000.00 – $160,000.00 per year
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