Job Description
Join our elite team of financial advisors in the heart of Manhattan and transform lives through strategic wealth management. At Capital Wealth Management, we're seeking passionate professionals to guide high-net-worth clients through complex financial landscapes. Enjoy unparalleled mentorship, cutting-edge technology, and a collaborative culture that prioritizes your growth. This is your opportunity to build a legacy while enjoying New York's vibrant energy.
Responsibilities
- Develop personalized financial plans including investments, retirement strategies, and risk management
- Cultivate and maintain relationships with high-net-worth clients ($500k+ AUM)
- Conduct comprehensive market analysis and portfolio reviews
- Present complex financial solutions through compelling client presentations
- Collaborate with internal teams (tax, legal, estate planning) for holistic advice
- Stay current on financial regulations and industry trends
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Series 7, 66, and NY State Life Insurance licenses
- Minimum 3 years financial advisory experience with high-net-worth clients
- Exceptional communication and presentation skills
- Proven track record of exceeding sales targets
- Strong analytical abilities with attention to detail
- Unwavering ethical standards and FINRA compliance knowledge