Job Description
Join our elite team of financial advisors in New York City and transform your career at Capital Wealth Management. We're seeking ambitious professionals to build high-net-worth client portfolios while enjoying unmatched support, cutting-edge technology, and industry-leading compensation structures. This is your opportunity to thrive in one of the world's most dynamic financial markets.
Our advisors receive comprehensive training, mentorship from industry veterans, and access to exclusive investment platforms. We offer a collaborative environment where your success is our priority, with uncapped earning potential and rapid career advancement paths.
Responsibilities
- Develop personalized financial plans and investment strategies for high-net-worth clients
- Build and maintain robust client relationships through proactive communication and portfolio reviews
- Analyze market trends and economic indicators to optimize client portfolios
- Comply with FINRA regulations and maintain all required certifications
- Collaborate with internal teams to deliver seamless client service
- Drive business development through networking and referral generation
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and 65/66 securities licenses (or ability to obtain within 90 days)
- Minimum 3 years of experience in financial services or wealth management
- Proven track record in client relationship management and sales
- Strong analytical skills and market knowledge
- Exceptional communication and presentation abilities
- NYC residency or willingness to relocate