Job Description
Join Capital Wealth Partners, a premier financial advisory firm in Raleigh, NC, and build your career in wealth management. We're seeking a driven Financial Advisor to help clients achieve their financial goals through personalized investment strategies. Enjoy uncapped earning potential, comprehensive training, and a collaborative team environment in the heart of North Carolina's booming tech and finance hub.
Responsibilities
- Develop and maintain robust client relationships through personalized financial planning
- Create tailored investment portfolios aligned with client risk tolerance and objectives
- Conduct comprehensive financial needs analyses including retirement, education, and estate planning
- Drive business development through strategic networking and referral cultivation
- Stay current with market trends, compliance regulations, and product offerings
- Leverage our proprietary CRM and analytical tools for client reporting
- Collaborate with internal partners (tax, legal, insurance) for holistic solutions
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Series 7 and Series 66/65 licenses (or ability to obtain within 90 days)
- 3+ years of experience in financial services or client-facing sales
- Proven track record of meeting/exceeding sales targets
- Exceptional communication, presentation, and relationship-building skills
- Strong analytical abilities with attention to detail
- Entrepreneurial mindset with self-motivation and discipline