Job Description
Join our award-winning wealth management team in Glendale, AZ! Capital Wealth Partners is seeking a dynamic Financial Advisor to help clients achieve financial freedom through personalized investment strategies. We offer uncapped earning potential, comprehensive training, and a supportive environment where your expertise thrives. Grow your client portfolio while making a tangible impact on people's lives.
Responsibilities
- Develop personalized financial plans and investment strategies for high-net-worth clients
- Conduct comprehensive portfolio reviews and risk assessments
- Build and maintain long-term client relationships through exceptional service
- Stay current on market trends, tax laws, and regulatory changes
- Collaborate with legal and tax professionals for holistic client solutions
- Meet/exceed sales targets and revenue growth objectives
- Present complex financial concepts clearly to diverse client groups
Qualifications
- Bachelor's degree in Finance, Business, Economics, or related field
- Series 7, 66, and AZ Life/Health Insurance licenses required
- Minimum 3 years experience in financial services/advisory role
- Proven track record of building client relationships and meeting sales goals
- Strong analytical skills with ability to interpret market data
- Excellent communication and presentation abilities
- CFP or CFA designation strongly preferred
- Experience with CRM platforms (e.g., Salesforce, Redtail)