Job Description
Launch your career in finance with no experience required! Capital Wealth Partners, a premier wealth management firm in Raleigh, NC, is seeking motivated individuals to join our Financial Advisor Trainee program. We provide comprehensive training, mentorship, and a proven framework to help you build a thriving client practice. Work alongside industry experts while serving diverse clients across North Carolina. Our supportive culture emphasizes continuous learning and professional growth, making this ideal for recent graduates or career changers passionate about financial wellness.
Responsibilities
- Complete intensive 12-week training program covering financial planning, investment strategies, and client relationship management
- Develop personalized financial solutions for clients under senior advisor guidance
- Build and maintain client relationships through consultative meetings and educational workshops
- Analyze financial data and market trends to provide informed recommendations
- Collaborate with cross-functional teams to deliver comprehensive wealth management services
- Adhere to FINRA regulations and ethical compliance standards
- Participate in ongoing professional development and certification preparation
Qualifications
- Bachelor's degree (any discipline) or equivalent professional experience
- Strong communication and interpersonal skills
- Goal-oriented mindset with entrepreneurial drive
- Ability to pass FINRA Series 7 and 66 exams (training provided)
- Proficiency in Microsoft Office and financial software
- Valid North Carolina securities license (pre-employment required)
- Willingness to obtain CFP designation within 3 years
- US citizenship or permanent residency required