Job Description
Join Detroit's premier wealth management firm as a Financial Advisor and transform clients' financial futures. Capital Wealth Partners offers a dynamic platform where your expertise in investment strategies, retirement planning, and risk management will directly impact our community's economic growth. Enjoy comprehensive training, cutting-edge technology, and a collaborative culture that rewards innovation. Your role involves building lasting client relationships while delivering personalized financial solutions in Michigan's bustling financial hub.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Manage investment portfolios aligned with client goals and risk tolerance
- Execute retirement, estate, and tax optimization strategies
- Conduct regular portfolio reviews and performance analysis
- Generate new business through targeted networking and referrals
- Maintain FINRA Series 7, 66, and state insurance licenses
- Leverage CRM systems for client relationship management
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 3+ years of financial advisory experience with proven track record
- Active FINRA Series 7 & 66 licenses (or ability to obtain immediately)
- Strong understanding of investment products and regulatory compliance
- Exceptional communication and presentation skills
- Proven ability to build client trust and retain relationships
- Proficiency in financial planning software (e.g., MoneyGuidePro)
- Valid Michigan state insurance license