Job Description
Transform your finance career overnight! Capital Wealth Partners is urgently seeking motivated Financial Advisors to join our elite Sacramento team and start as early as tomorrow. We offer industry-leading training, uncapped commission potential, and a supportive environment where your success is our priority. This is your chance to build wealth for clients while building your own financial future.
Responsibilities
- Develop personalized financial strategies for high-net-worth clients
- Drive client acquisition through proactive networking and referrals
- Analyze market trends to optimize investment portfolios
- Conduct comprehensive financial planning sessions
- Exceed quarterly revenue targets and KPIs
- Maintain FINRA compliance and regulatory documentation
- Mentor junior advisors to grow team capabilities
Qualifications
- Bachelor's degree in Finance, Economics, or Business
- Active Series 7 and Series 66/63 licenses
- 3+ years in financial services or sales
- Proven track record of meeting sales targets
- Strong presentation and negotiation skills
- CA Life & Health Insurance certification
- Certified Financial Planner (CFP) preferred