Job Description
Join Capital Wealth Partners and transform your financial expertise into a rewarding career! As a premier wealth management firm in Richmond, VA, we're seeking a passionate Financial Advisor to help clients achieve their financial dreams. Enjoy uncapped earning potential, comprehensive training, and a collaborative culture that values innovation and client success. Your journey to becoming a top-tier financial professional starts here.
Responsibilities
- Develop personalized financial plans and investment strategies for high-net-worth clients
- Build and maintain a robust client portfolio through proactive relationship management
- Conduct thorough market research and financial analysis to optimize client portfolios
- Ensure strict compliance with FINRA regulations and firm protocols
- Collaborate with cross-functional teams to deliver integrated wealth management solutions
- Drive business growth through targeted networking and strategic partnerships
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- Series 7 and Series 66/65 licenses (or ability to obtain within 90 days)
- Minimum 3 years experience in financial services or client advisory role
- Proven track record in sales, client acquisition, and portfolio management
- Exceptional communication and presentation skills
- Strong analytical abilities with proficiency in financial planning software
- VA state Life/Health insurance license required