Job Description
Are you a driven professional looking to make a real impact in the financial sector?
Capital Trust Financial Group is seeking a dedicated and results-oriented Financial Advisor to join our elite team in Washington, DC. In this pivotal role, you will guide clients through their financial journeys, helping them secure their futures through strategic investment planning, retirement strategies, and comprehensive wealth management.
Why Join Us?
We offer a competitive compensation package, access to top-tier market research and tools, and a supportive environment focused on your professional growth and career advancement.
If you are ready to lead the way in financial planning and client success, we want to hear from you.
Capital Trust Financial Group is seeking a dedicated and results-oriented Financial Advisor to join our elite team in Washington, DC. In this pivotal role, you will guide clients through their financial journeys, helping them secure their futures through strategic investment planning, retirement strategies, and comprehensive wealth management.
Why Join Us?
We offer a competitive compensation package, access to top-tier market research and tools, and a supportive environment focused on your professional growth and career advancement.
If you are ready to lead the way in financial planning and client success, we want to hear from you.
Responsibilities
- Build and maintain long-term relationships with clients to understand their financial goals and risk tolerance.
- Develop and implement comprehensive financial plans tailored to individual client needs.
- Manage investment portfolios, including selecting and monitoring asset allocation.
- Stay abreast of market trends and regulatory changes to ensure compliance and optimize returns.
- Conduct regular portfolio reviews and financial wellness check-ins for clients.
- Collaborate with internal teams to provide seamless service and maximize client satisfaction.
Qualifications
- Minimum of 3-5 years of experience in financial services or wealth management.
- Series 7 and Series 66 licenses (or willingness to obtain).
- Bachelor’s degree in Finance, Economics, or Business (or equivalent experience).
- Strong communication and interpersonal skills with a client-centric approach.
- Proven track record of meeting or exceeding sales targets.
- Certified Financial Planner (CFP) designation is a plus.