Job Description
Launch your financial career with comprehensive training and mentorship! Capital Wealth Partners seeks passionate Financial Advisor Trainees to join our Buffalo team. No prior experience required – we provide all licensing, product knowledge, and client acquisition strategies. Build your client portfolio while receiving uncapped earning potential and career advancement opportunities in one of America's fastest-growing financial sectors.
Our 12-week paid training program equips you with:
- Series 65/66 licensing preparation
- Investment product certifications
- Client relationship management techniques
- Compliance and regulatory training
- Digital marketing and social media strategies
Responsibilities
- Develop personalized financial plans for clients across retirement, education, and wealth management
- Build and maintain client relationships through regular portfolio reviews
- Stay current on market trends and regulatory changes affecting financial products
- Collaborate with senior advisors on complex financial strategies
- Utilize CRM systems to track client interactions and sales pipelines
- Participate in community outreach events to expand client base
- Meet monthly sales and client acquisition targets
Qualifications
- Bachelor's degree in any field (recent graduates welcome)
- Exceptional communication and interpersonal skills
- Strong work ethic with self-motivation to succeed
- Proficiency with Microsoft Office and CRM software
- Valid driver's license and reliable transportation
- Pass FINRA Series 65/66 exams within first 6 months
- Ability to work evenings/weekends for client meetings
- US citizenship or permanent residency required