Job Description
Launch your financial advising career tomorrow with Detroit's premier wealth management firm. Capital Wealth Partners is seeking ambitious Financial Advisors to join our dynamic team and transform clients' financial futures. We provide comprehensive training, industry-leading technology, and uncapped earning potential in one of America's most vibrant financial markets.
Responsibilities
- Develop personalized financial strategies for high-net-worth clients
- Build and maintain robust client relationships through proactive communication
- Analyze market trends to optimize investment portfolios
- Exceed quarterly acquisition and revenue targets
- Comply with FINRA regulations and compliance standards
- Utilize CRM systems for client management and reporting
- Collaborate with cross-functional teams on complex financial solutions
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 & Series 66/65 licenses (or ability to obtain within 90 days)
- Minimum 2 years financial services experience
- Proven track record in sales and client relationship building
- Advanced knowledge of investment vehicles and retirement planning
- Strong analytical and presentation skills
- Ability to thrive in commission-based compensation structure