Job Description
Join Capital Wealth Advisors, a premier financial planning firm in Madison, WI, as we expand our client-focused team. We're seeking a passionate Financial Advisor to help individuals and families build lasting wealth through personalized investment strategies, retirement planning, and risk management. Enjoy a collaborative environment with competitive compensation, comprehensive benefits, and ongoing professional development.
Responsibilities
- Develop and implement comprehensive financial plans for high-net-worth clients
- Manage investment portfolios with a focus on long-term growth
- Build and maintain client relationships through regular portfolio reviews
- Conduct market research and identify emerging investment opportunities
- Collaborate with team members on complex financial scenarios
- Stay current with industry regulations and compliance requirements
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 65 or Series 7/66 certification required
- 3+ years of financial planning/advisory experience
- Strong analytical skills and attention to detail
- Exceptional communication and presentation abilities
- CFP designation preferred
- Proven track record of client relationship management