Job Description
Join Washington DC's premier wealth management firm and transform your financial expertise into a rewarding career. Capital Wealth Partners is seeking a dynamic Financial Advisor to serve high-net-worth individuals and families in the nation's capital. As a trusted advisor, you'll build lasting relationships while delivering comprehensive financial solutions in a collaborative, growth-oriented environment.
Responsibilities
- Develop personalized financial plans including investment strategies, retirement planning, and estate solutions
- Cultivate and expand client portfolio through proactive relationship management and networking
- Conduct in-depth market analysis and portfolio reviews to optimize client outcomes
- Stay current on financial regulations and industry trends to ensure compliance
- Collaborate with internal teams to deliver seamless client experiences
- Mentor junior advisors and contribute to firm-wide growth initiatives
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/65 licenses (required)
- 3+ years of financial advisory experience with high-net-worth clients
- Certified Financial Planner (CFP) designation preferred
- Exceptional communication and presentation skills
- Proven track record in sales and client relationship building
- Strong analytical abilities and market knowledge