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Employment
Current Positions Available: - Financial Advisor - At Cascade, we take the promise of highly customized and integrated wealth management seriously, and so do our clients. If you are an investment professional who has the following qualities, Cascade may be an appropriate home to grow and cultivate your practice. If you are: ·
Entrepreneurial in
spirit, capable of running your own B/D, but committed to focusing on
clients, ·
Client centered in
your activities, or have the desire to become so, ·
Eager to grow
business…regardless of size or revenue, and an enthusiasm to improve, ·
An active reader,
committed to lifelong learning in our industry, ·
Aware of the changes
we face and searching for advanced tools to capitalize on this change, ·
Searching for a
partner in business development efforts, ·
Looking for value in
a B/D relationship through consultative support and coaching, ·
Looking for a
partner with expertise in strategic alliance development with other wealth
management professionals. You may be searching for a new B/D because: ·
Your current B/D is
"captive" with a focus on proprietary solutions, ·
Your B/D is
revenue/product centered rather than client centered, ·
You lack supportive
technology, ·
You have limited
resources for (non-product based) planning, ·
You lack support
training in industry best practices and business development, ·
You are looking to
create business equity and an exit strategy. Cascade is a dynamic and growing company excited by our future. We are always eager to meet prospective additions to our team. Successful people from within the investment industry, regardless of their geographic location, are encouraged to apply. Additionally, if you are a college student looking for an internship, please contact our President, John Van Sant, with your resume and reasons why you would be a superb addition to our firm:
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Copyright © 2006, Cascade Financial
Management, Inc. All rights reserved. Member: MSRB/FINRA/SIPC |