Job Description
Join our award-winning wealth management team in Raleigh, NC as a Financial Advisor and transform lives through strategic financial planning. Capital Wealth Partners offers a collaborative culture with uncapped earning potential, cutting-edge technology, and comprehensive training for driven professionals. Build your client portfolio while making tangible impacts on community prosperity.
We're seeking a passionate advisor to leverage Raleigh's thriving business ecosystem and serve high-net-worth individuals, families, and business owners. Enjoy hybrid work flexibility, competitive benefits, and a structured career path to leadership.
Responsibilities
- Develop personalized financial plans integrating investment strategies, retirement planning, and risk management
- Cultivate and expand client relationships through proactive portfolio reviews and market insights
- Collaborate with internal teams to deliver seamless client experiences and compliance adherence
- Conduct market research to identify emerging opportunities for client growth
- Maintain FINRA Series 7/66 licenses and continuing education requirements
- Participate in community outreach to build referral networks
- Utilize CRM tools to track client goals and performance metrics
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Active FINRA Series 7 and 66/65 licenses
- 3+ years of financial planning or wealth management experience
- Proven track record of meeting sales targets and client retention
- Exceptional communication skills with ability to explain complex concepts
- Strong analytical abilities with attention to detail in financial modeling
- North Carolina resident or willing to relocate