Job Description
Join our elite team at Capital Wealth Management and transform your career in finance! We're seeking a dynamic Financial Advisor to join our Charlotte office immediately. As a trusted partner to high-net-worth clients, you'll build lasting relationships while delivering personalized wealth strategies. Our award-winning firm combines cutting-edge technology with mentorship from industry veterans to accelerate your success.
Why Choose Us?
- Industry-leading training and certification support
- Comprehensive benefits package including health/dental/vision
- Profit-sharing opportunities and 401(k) matching
- Modern office in Uptown Charlotte with skyline views
Responsibilities
- Develop comprehensive financial plans covering investments, retirement, estate planning, and risk management
- Cultivate and maintain a robust client portfolio through strategic networking and referralsAnalyze market trends and regulatory changes to optimize client portfolios
- Collaborate with internal teams (tax, legal, estate planning) to deliver integrated solutions
- Meet/exceed quarterly sales targets while maintaining exceptional client satisfaction metrics
- Conduct regular portfolio reviews and performance analysis
- Stay current with FINRA regulations and compliance requirements
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- Series 65, 66, and/or 7 licenses required (willing to sponsor for qualified candidates)
- 3+ years of financial advisory experience with proven track record
- Strong analytical skills and proficiency in financial planning software
- Exceptional communication and presentation abilities
- Network of potential client contacts in Charlotte metro area
- Certified Financial Planner (CFP) designation highly desirable