Job Description
Join our dynamic team as a Financial Advisor and take control of your schedule while building meaningful client relationships. We offer industry-leading training, competitive compensation, and the freedom to work flexible hours around your personal commitments. Capital Wealth Advisors is committed to empowering advisors with cutting-edge tools and a supportive environment to thrive in Sacramento's growing wealth management sector.
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Build and maintain long-term client relationships through flexible scheduling
- Analyze market trends to recommend tailored investment strategies
- Collaborate with cross-functional teams to deliver comprehensive financial solutions
- Continuously expand financial knowledge through ongoing training programs
- Utilize CRM systems to track client progress and opportunities
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/63/65 licenses (or ability to obtain immediately)
- 3+ years of client-facing financial services experience
- Exceptional communication and relationship-building skills
- Proven ability to work independently with flexible scheduling
- Strong analytical skills with attention to regulatory compliance