Job Description
Join our elite team of financial advisors at Capital Wealth Partners in the heart of Washington, DC. We're seeking passionate professionals to help high-net-worth individuals and families build lasting financial legacies. Work in a dynamic, commission-based environment with uncapped earning potential and comprehensive training. Enjoy access to our proprietary investment platforms and exclusive networking opportunities in the nation's capital.
Responsibilities
- Develop personalized financial strategies for clients including retirement planning, investment management, and tax optimization
- Build and maintain a robust client portfolio through strategic networking and referrals
- Analyze market trends and economic data to provide actionable investment recommendations
- Prepare comprehensive financial plans using advanced planning software and tools
- Stay current with SEC regulations, FINRA requirements, and industry best practices
- Collaborate with internal teams to deliver seamless client experiences across wealth management services
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Series 7 and Series 66/63 licenses (or ability to obtain within 90 days)
- 3+ years of financial advisory experience with proven client acquisition track record
- Exceptional communication skills with ability to translate complex concepts for diverse audiences
- Strong analytical mindset with proficiency in financial planning software (e.g., MoneyGuidePro)
- Valid DC securities registration and clean FINRA record
- Demonstrated success in developing and maintaining high-net-worth client relationships