Associate Financial Planner

We are seeking an Associate Financial Planner, who is series 7 licensed and who is CFP^® or CFP^® candidate with at least 3-5 years industry experience to assist a senior planner in the firm. Qualified candidates must have at least an undergraduate degree, and experience in all areas of Financial Planning.  Attention to detail, the ability to work independently and the capability to meet deadlines are a must. Please send resume with cover letter describing your abilities to resumes@cascfm.com. 

We are looking to partner with you

If you hold a Series 7 license with a CFP designation, or you are working towards one and you are successfully building a financial planning clientele, or perhaps considering to transition your practice to a financial planning, fee based orientation, we would welcome the opportunity to talk with you about our company and the benefits we can provide.

If interested, please contact Leona Martin  at lbalady@cascfm.com for more information.