Career Opportunities at CAM

As we continue to grow, CAM is looking for qualified candidates who are team players and share an entrepreneurial spirit. We strive to work with like-minded clients who share our investment philosophy, are in need of our financial planning expertise, and for whom we can provide significant value.

 

CLIENT SERVICE ASSOCIATE

Position Objective

As a Client Service Associate, you will play a critical role in helping CAM provide an exceptional client experience. Through total client engagement, you will learn real world experience in a fee‐only comprehensive wealth management firm.

Position Description 

An opening is available in our Denver office for an individual seeking to expand their experience inside of an independent advisory firm. For qualified, self-motivated applicants, this position offers exposure to virtually all facets of a fee‐only comprehensive wealth management practice. Depending on qualifications and experience, this may include opportunities to provide supervised assistance in areas such as:

  • Provide professional service to all firm clients consistent with our philosophy
  • Communication with clients including phone calls, emails, and meetings
  • Assist other team members with client proposals and reviews
  • Work with CAMs’ team for all follow-up activities from client meetings
  • Support the firm’s business development initiatives 
  • Manage firm technology platforms related to investment operations
  • Develop and maintain client service processes for existing and new clients
  • Attend all training and firm related meetings as appropriate

This position will work closely with the firm’s wealth advisors as well as other strategic partners across the firm. The work schedule is flexible and part-time or full-time is available. For the right candidate, opportunities for advancement is expected given CAM’s fast-paced growth.

Minimum Position Requirements 

  • Focused on client service with a desire to care for others
  • Excellent communication and interpersonal skills
  • Self-motivated with ability to drive results in an entrepreneurial environment
  • Excellent organizational and time management skills
  • Ability to handle multiple tasks across all lines of business
  • Interest in obtaining Series 65 a plus but not required
  • Must have strong experience with Excel and be comfortable in a Windows or MAC environment
  • Excellent writing skills are a must, as well as attention to detail
  • Experience in financial services a plus but not required
  • Bachelor’s degree required

 

INVESTMENT OPERATIONS ASSOCIATE

Position Objective

As an Investment Operations Associate, you will play a critical role in helping CAM expand the firm’s day to day operations as well as maintain its innovative technology platform in order to best serve clients. Through total client engagement, you will learn real world experience in a fee‐only comprehensive wealth management firm.

Position Description 

An opening is available in our Denver office for an individual seeking to expand their operations, client service and management experience. For qualified, self-motivated applicants, this position offers exposure to virtually all facets of a fee‐only comprehensive wealth management practice. Depending on qualifications and experience, this may include opportunities to provide supervised assistance in areas such as:

  • Maintain operational policies and procedures to meet ongoing compliance requirements
  • Manage client information in firm database and document management system
  • Assist in paperwork process to open and/or maintain client accounts
  • Help prepare/generate client proposals and quarterly reports for client meetings
  • Manage CRM work flow and client onboarding systems
  • Conduct and participate in client meetings (face-to-face or virtually), to support wealth advisors
  • Support the Managing Principal with key tasks that support primary business goals
  • Coordinate with custodians to resolve client accounts issues
  • Support the Chief Investment Officer with special projects
  • Assistance in creating and maintaining client presentations
  • Help maintain firm’s portfolio management system
  • Investment operations support

This position will work closely with the Chief Investment Officer, our wealth advisors, as well as other strategic partners across the firm. The work schedule is flexible and part-time or full-time is available. For the right candidate, opportunities for advancement is expected given CAM’s fast-paced growth.

Minimum Position Requirements 

  • Bachelor’s degree in finance, accounting, statistics or mathematics
  • or similar field of study is preferred
  • Previous experience in financial services industry a plus but not required
  • Focused on client service with a desire to care for others
  • Exceptional written and verbal communication skills
  • Self-motivated with ability to drive results in an entrepreneurial environment
  • Must have strong experience with Excel and be comfortable in a Windows or MAC environment
  • Ability to handle multiple tasks across all lines of business
  • Interest in obtaining Series 65 a plus but not required
  • Progress or serious interest towards the CFA and/or CFP® designations is a plus

 

CAM Internship Program

Position Objective

Provide students real world experience in a fee‐only comprehensive wealth management firm in order to advance the profession.

Position Description

An opening is available in our Denver office for an individual seeking to expand their investment management, financial planning and analytical experience. For qualified, self-motivated applicants, this position offers exposure to virtually all facets of a fee‐only comprehensive wealth management practice. Depending on qualifications and experience, this may include opportunities to provide supervised assistance in areas such as:

  • Investment management research, analysis and performance updates
  • Financial Planning – support in creating financial plans and periodic plan updates
  • Assistance in creating and maintaining marketing collateral
  • Research and special projects
  • Administration and operations support

This position will work closely with the firm’s Chief Investment Officer and wealth advisors. The work schedule is flexible with hours to be agreed on before the internship begins, but targeting 6 – 10 hours per week. Term of the internship is a minimum of 3 months but given the fast pace growth of our firm, a longer term would be available and desired for the right candidate.

Minimum Position Requirements

Currently enrolled in an undergraduate finance, accounting, statistics or mathematics program. Given our financial planning and investment approach, a completion of at least Investments, Accounting, Statistics, Fundamentals of Personal Financial Planning or the equivalent is preferred. Progress or serious interest towards the CFA and/or CFP® designations is a plus.

Must have strong experience with Excel and be comfortable in a Windows or MAC environment. Excellent communication and writing skills are a must, as well as attention to detail.

 

HOW TO APPLY:

Interested candidates should submit resume and cover letter as well as indicate desired position to:

CAM Investor Solutions

info@caminvestor.com

All team members will sign an agreement to keep client and trade secrets confidential. Candidates will agree to operate under the values and ethics of the CFA Institute, CFP Board, and NAPFA.