Job Description
Join our elite financial advisory team in Durham, NC and transform your career while helping clients achieve lasting wealth. At Capital Wealth Partners, we empower advisors with cutting-edge tools, comprehensive training, and a client-first culture. This direct hire opportunity offers uncapped earning potential and a structured path to partnership. Benefit from our established network of high-net-worth individuals and institutional clients in the Research Triangle's thriving economy.
Responsibilities
- Develop and execute personalized financial strategies for 50+ high-net-worth clients
- Build and maintain long-term client relationships through proactive portfolio management
- Analyze market trends to deliver actionable investment recommendations
- Collaborate with internal experts on estate planning and tax optimization
- Drive new client acquisition through targeted community outreach and referrals
- Maintain FINRA Series 7, 66, and state insurance licenses
- Utilize CRM systems to track client progress and compliance documentation
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 3+ years of experience in financial services/advisory role
- Active FINRA Series 7 & 66 licenses (or ability to obtain within 90 days)
- Proven track record of exceeding sales targets and client retention
- Exceptional presentation and communication skills
- Certified Financial Planner (CFP) designation preferred
- Strong analytical abilities with investment portfolio experience
- Ability to thrive in a commission-driven environment