Job Description
Join our elite wealth management team in Irvine, CA as a Financial Advisor and transform clients' financial futures. Capital Wealth Partners offers a collaborative environment where you'll leverage cutting-edge technology and comprehensive training to build lasting client relationships. Enjoy uncapped earning potential, comprehensive benefits, and a culture that prioritizes professional growth and work-life balance. We're seeking ambitious professionals ready to make a tangible impact in the financial lives of Orange County's dynamic community.
Responsibilities
- Develop personalized financial plans encompassing investments, retirement, tax strategies, and risk management
- Acquire high-net-worth clients through strategic networking and referral generation
- Conduct comprehensive portfolio reviews and implement rebalancing strategies
- Stay current on market trends, regulatory changes, and financial product innovations
- Maintain FINRA Series 7, 66, and CA insurance licenses
- Utilize CRM systems to track client interactions and manage pipeline
- Collaborate with internal partners including tax specialists and estate attorneys
Qualifications
- 5+ years of financial advisory experience with proven client acquisition track record
- FINRA Series 7, 66, and CA Life/Health Insurance licenses
- Certified Financial Planner (CFP) or CFA designation preferred
- Strong analytical skills with ability to interpret complex financial data
- Exceptional communication and relationship-building capabilities
- Proven success in meeting/exceeding revenue targets
- Bachelor's degree in Finance, Business, or related field
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)