Job Description
Join our award-winning team as a Financial Advisor and transform clients' lives through strategic wealth management. Capital Wealth Advisors offers a remote-friendly environment with robust support systems, competitive compensation, and industry-leading resources. We're seeking mission-driven professionals to serve Richmond's growing community of high-net-worth individuals and families.
Enjoy flexible remote work with monthly in-person collaboration days in our modern Richmond office. Our comprehensive benefits package includes health insurance, 401(k) matching, and continuing education stipends. Grow your career with unlimited earning potential through our commission structure.
Responsibilities
- Develop and implement personalized financial plans including investment strategies, retirement planning, and risk management
- Cultivate and maintain long-term client relationships through proactive communication and trust-building
- Analyze market trends and financial data to provide actionable investment recommendations
- Collaborate with internal teams for tax, estate, and insurance planning solutions
- Stay current on SEC/FINRA regulations and compliance requirements
- Utilize CRM systems to track client interactions and portfolio performance
- Represent the firm at community events and networking opportunities
Qualifications
- Series 7 and Series 66/65 licenses required (or ability to obtain within 90 days)
- 3+ years of financial advisory experience with proven client acquisition track record
- Bachelor's degree in Finance, Business, or related field
- Strong analytical skills with ability to interpret complex financial data
- Exceptional communication and presentation skills
- Experience with financial planning software (e.g., MoneyGuidePro, eMoney)
- Valid Virginia resident license or ability to obtain