Job Description
Join Sacramento's premier wealth management firm and transform your financial expertise into a rewarding career! Capital Wealth Partners is seeking dynamic Financial Advisors to start immediately and build client portfolios in California's thriving capital region. This is your chance to work with high-net-worth individuals while enjoying industry-leading training, uncapped commission potential, and a supportive team environment.
Why Apply Today?
- Start your new career as early as tomorrow
- Comprehensive benefits package including 401(k) matching
- Exclusive access to proprietary investment platforms
- Ongoing professional development and licensing support
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Build and maintain client relationships through regular portfolio reviews
- Exceed quarterly sales targets for investment products
- Stay current on market trends and regulatory changes
- Collaborate with portfolio managers on investment strategies
- Represent the firm at community networking events
- Maintain FINRA Series 7 and 66/63/65 licenses
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Minimum 2 years of financial advisory experience
- Active Series 7, 66, and state insurance licenses
- Proven track record in client acquisition and retention
- Strong analytical and presentation skills
- Ability to work independently while collaborating with team
- Clean FINRA and U4 records
- CFP designation preferred but not required