Job Description
Join our award-winning team as a Financial Advisor and transform lives through strategic wealth management. Capital Wealth Management is seeking a dynamic professional to build lasting client relationships in Richmond's thriving financial district. Enjoy uncapped earning potential, comprehensive training, and cutting-edge technology to deliver exceptional financial planning services.
We offer a collaborative culture where your success is celebrated. Our advisors receive exclusive access to institutional partnerships, proprietary research tools, and a client acquisition program designed to accelerate your career trajectory.
Responsibilities
- Develop personalized financial plans including investment strategies, retirement planning, and risk management
- Cultivate and expand a high-net-worth client portfolio through consultative relationship building
- Analyze market trends and economic indicators to provide actionable investment recommendations
- Comply with FINRA regulations and maintain strict adherence to fiduciary standards
- Leverage CRM technology to track client interactions and portfolio performance metrics
- Participate in community outreach to build brand awareness and generate qualified leads
- Mentor junior advisors and contribute to team knowledge sharing initiatives
Qualifications
- Bachelor's degree in Finance, Business, Economics, or related field (MBA preferred)
- Series 7 and 66/65 securities licenses (or ability to obtain within 90 days)
- 3+ years experience in financial services, wealth management, or advisory role
- Proven track record of building client relationships and meeting sales targets
- Strong analytical skills with ability to interpret complex financial data
- Certified Financial Planner (CFP) designation preferred
- Exceptional communication skills with ability to explain technical concepts clearly
- Entrepreneurial mindset with drive for continuous professional development