Job Description
Join our dynamic team as a Financial Advisor and transform your career with unparalleled flexibility! At Capital Wealth Management Group, we empower advisors to achieve work-life balance through customizable scheduling while serving Sacramento's thriving community. You'll leverage our cutting-edge technology, comprehensive training, and established client acquisition framework to build a thriving practice. This is your opportunity to make a tangible impact on clients' financial futures while designing a career that fits your lifestyle.
Responsibilities
- Develop personalized financial strategies for high-net-worth individuals and families
- Build and maintain a robust client portfolio through targeted networking and referrals
- Conduct comprehensive financial planning including retirement, investment, and tax optimization
- Utilize CRM technology to manage client relationships and track performance metrics
- Collaborate with internal specialists for complex portfolio construction and risk management
- Participate in quarterly business development initiatives and community outreach
- Maintain compliance with FINRA regulations and company fiduciary standards
Qualifications
- Series 7 and Series 66/65 licenses (required)
- 3+ years of financial advisory experience with proven track record
- Strong background in retirement planning, investments, and estate strategies
- Exceptional communication skills and ability to build client trust
- Self-motivated with demonstrated entrepreneurial mindset
- Flexibility to work evenings/weekends based on client availability
- Bachelor's degree in Finance, Business, or related field