Job Description
Transform lives through financial mastery at Capital Growth Partners! We're seeking elite Financial Advisors to join our award-winning Toledo team. Leverage our proprietary client acquisition systems and cutting-edge wealth management platform to build your dream career while empowering Northwest Ohio families to achieve financial independence. Enjoy uncapped earning potential, comprehensive training, and a culture that celebrates growth.
Responsibilities
- Develop personalized financial strategies for high-net-worth individuals and small businesses
- Build and maintain robust client portfolios through holistic financial planning
- Execute multi-channel client acquisition using our proven digital and referral systems
- Drive investment growth through diversified portfolio management
- Conduct financial literacy workshops to establish community authority
- Maintain FINRA compliance and regulatory documentation
- Mentor junior advisors through our structured career development program
Qualifications
- FINRA Series 7 & 66/65 licenses (or ability to obtain within 90 days)
- Bachelor's degree in Finance, Economics, or Business Administration
- Minimum 3 years financial advisory experience with proven track record
- Certified Financial Planner (CFP) designation preferred
- Advanced proficiency in portfolio management software (e.g., MoneyGuidePro)
- Exceptional presentation skills with ability to simplify complex concepts
- Strong local network within Toledo/Northwest Ohio region
- History of exceeding sales targets and client retention metrics