Job Description
Join Capital Wealth Partners, a premier wealth management firm in Madison, WI, as a Financial Advisor. We're seeking passionate professionals to help clients achieve financial freedom through personalized investment strategies, retirement planning, and comprehensive wealth management. Our collaborative environment offers mentorship, cutting-edge technology, and unlimited growth potential. Enjoy competitive compensation, comprehensive benefits, and a supportive culture that values your expertise.
Responsibilities
- Develop and execute personalized financial plans for high-net-worth individuals
- Build and maintain robust client relationships through trust-based advisory
- Analyze market trends to optimize investment portfolios
- Present complex financial concepts with clarity and confidence
- Collaborate with internal teams to deliver seamless client experiences
- Stay current with industry regulations and certification requirements
- Drive business development through strategic networking
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/65 licenses required
- 3+ years of financial advisory experience
- Certified Financial Planner (CFP) designation preferred
- Proven track record in client acquisition and retention
- Exceptional communication and presentation skills
- Strong analytical abilities and market knowledge
- Madison-based residency required