Job Description
Join our award-winning wealth management team in Buffalo, NY as a Financial Advisor and transform lives through strategic financial planning. At Capital Wealth Partners, we empower advisors with cutting-edge technology, comprehensive training, and a collaborative culture focused on client success. This direct-hire opportunity offers uncapped earning potential and the chance to build a thriving practice in one of America's most dynamic financial markets.
Responsibilities
- Develop personalized financial plans and investment strategies for high-net-worth clients
- Cultivate and expand client relationships through proactive portfolio management
- Conduct comprehensive risk assessments and retirement planning consultations
- Stay current on market trends and regulatory changes affecting financial services
- Leverage CRM tools to track client interactions and pipeline growth
- Collaborate with internal specialists on complex wealth management solutions
- Maintain FINRA Series 7 and 66/63/65 certifications
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Minimum 3 years of financial advisory experience with proven track record
- Active FINRA Series 7, 66/63/65 licenses (or ability to obtain within 90 days)
- Strong proficiency in financial planning software and CRM systems
- Exceptional communication and presentation skills
- Proven ability to build and maintain high-net-worth client relationships
- Professional designations (CFP, CFA) preferred