Job Description
Launch your financial advising career with our comprehensive paid training program! Capital Wealth Partners is seeking motivated individuals to join our Sacramento team as Financial Advisor Trainees. No prior experience required – we provide all licensing, certifications, and mentorship needed to thrive. Build a client portfolio while mastering investment strategies, retirement planning, and wealth management techniques. Enjoy uncapped earning potential, flexible scheduling, and a supportive culture that promotes growth. Transform your passion for finance into a rewarding career with industry-leading resources and a proven success framework.
Responsibilities
- Complete state-mandated financial advisor licensing and certification training
- Develop personalized financial plans for clients covering investments, insurance, and retirement
- Build and maintain client relationships through consultative meetings and portfolio reviews
- Stay current on market trends, regulatory changes, and financial products
- Collaborate with senior advisors to execute complex wealth management strategies
- Meet quarterly client acquisition and revenue targets
- Utilize CRM tools to track client interactions and portfolio performance
Qualifications
- Bachelor's degree in Finance, Business, Economics, or related field (or equivalent experience)
- Strong analytical skills and aptitude for financial concepts
- Excellent communication and interpersonal abilities
- Self-motivated with entrepreneurial mindset
- Series 63/65/66 and life/health insurance licensing (provided during training)
- Proficiency in Microsoft Office and financial planning software
- Valid driver's license and reliable transportation
- Ability to pass FINRA background checks