Job Description
Join Capital Wealth Partners as a Financial Advisor and revolutionize your career with unmatched flexibility in Sacramento's thriving financial hub. We empower advisors to design their ideal work-life balance while delivering exceptional client service. Our award-winning platform provides cutting-edge tools, comprehensive training, and a collaborative culture where your expertise drives growth. Enjoy the freedom of hybrid work arrangements and personalized scheduling—all while building lasting client relationships and achieving financial success.
Responsibilities
- Develop personalized financial strategies for high-net-worth clients
- Build and maintain a robust client portfolio through targeted networking
- Analyze market trends and regulatory changes to optimize client portfolios
- Conduct comprehensive financial planning including retirement, tax, and estate strategies
- Leverage our proprietary CRM system for client relationship management
- Mentor junior advisors and contribute to team growth initiatives
Qualifications
- Series 7, 66, and state insurance licenses (or ability to obtain within 90 days)
- Bachelor's degree in Finance, Economics, or related field
- 3+ years of financial planning/advising experience
- Proven track record in client acquisition and retention
- Exceptional communication and presentation skills
- Familiarity with financial planning software (e.g., MoneyGuidePro, eMoney)