Job Description
Launch your financial services career in Raleigh's thriving business district! Capital Growth Financial seeks motivated individuals with no prior experience to join our Financial Advisor training program. We provide comprehensive mentorship, industry certifications, and a client acquisition framework to accelerate your success. Work alongside seasoned professionals while building your client portfolio in one of America's fastest-growing financial markets.
Responsibilities
- Build client relationships through personalized financial planning consultations
- Develop investment strategies aligned with clients' long-term goals
- Conduct market research and financial product analysis
- Complete FINRA Series 7 and 63 licensing with company support
- Utilize CRM systems to manage client portfolios and communications
- Participate in ongoing professional development workshops
- Collaborate with cross-functional teams to optimize client solutions
Qualifications
- Bachelor's degree in any field (business/finance preferred but not required)
- Exceptional communication and interpersonal skills
- Strong aptitude for learning financial regulations and products
- Goal-oriented mindset with competitive drive
- Proficiency in Microsoft Office and digital communication tools
- Valid driver's license and reliable transportation
- Ability to pass FINRA background checks and licensing exams