Job Description
Join Washington DC's premier wealth management firm as an immediate-hire Financial Advisor! Capital Wealth Partners is seeking a dynamic professional to build and manage a client portfolio while delivering exceptional financial planning services. This is your opportunity to launch or accelerate your career in one of America's most vibrant financial hubs with uncapped earning potential and comprehensive support.
Our ideal candidate thrives in client-facing environments, possesses deep financial acumen, and is ready to make an immediate impact. Enjoy a competitive base salary, performance-based bonuses, and industry-leading resources to drive your success.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients covering investments, retirement, tax optimization, and estate planning
- Build and maintain robust client relationships through proactive communication and portfolio reviews
- Conduct market research and analysis to identify investment opportunities aligned with client risk tolerance
- Collaborate with internal teams to execute complex financial strategies
- Stay current on regulatory changes and compliance requirements (FINRA Series 7/66 licenses required)
- Drive business development through networking and referral cultivation
- Utilize CRM systems to track client interactions and portfolio performance
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Minimum 3 years experience in financial services or wealth management
- Active FINRA Series 7 and 66/65/63 licenses
- Proven track record in client acquisition and portfolio management
- Exceptional communication and presentation skills
- Strong analytical abilities with attention to detail
- Ability to thrive in commission-based compensation structures
- Washington DC residency preferred for local networking