Job Description
Join Austin's premier wealth management firm and transform lives through financial expertise! Capital Wealth Partners is seeking an ambitious Financial Advisor to build a client portfolio in one of America's fastest-growing financial hubs. We offer an immediate start for driven professionals ready to thrive in a dynamic, commission-driven environment with uncapped earning potential.
As a key member of our advisory team, you'll leverage cutting-edge fintech tools and personalized client strategies to deliver exceptional financial planning, investment management, and retirement solutions. Our Austin office provides unparalleled mentorship from industry veterans and a collaborative culture focused on growth and innovation.
What We Offer:
• Immediate hire with full benefits package
• Competitive base salary + uncapped commission structure
• State-of-the-art CRM and portfolio analysis tools
• CE funding and professional development stipend
• Flexible hybrid work arrangement
Responsibilities
- Develop and execute comprehensive financial plans for high-net-worth clients
- Build and maintain client relationships through proactive portfolio management
- Present investment strategies aligned with clients' risk tolerance and goals
- Conduct market analysis and provide actionable economic insights
- Collaborate with internal teams on complex estate and tax planning solutions
- Drive business development through networking and referral programs
- Maintain FINRA Series 7 and 66/65 certifications
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Minimum 3 years experience in financial advisory or wealth management
- Active Series 7 and 66/65 licenses (or ability to obtain immediately)
- Proven track record of client acquisition and portfolio growth
- Strong analytical skills with ability to interpret complex financial data
- Exceptional communication and presentation abilities
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Texas SAA/SEC registration required