Job Description
Join Capital Wealth Partners, Reno's premier wealth management firm, as a Financial Advisor and transform lives through strategic financial planning. We're seeking a dynamic professional to build client relationships, deliver personalized investment strategies, and drive growth in our expanding Nevada market. Enjoy uncapped earning potential, comprehensive training, and a collaborative culture where your success is celebrated.
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Build and maintain a robust client portfolio through strategic networking
- Analyze market trends and recommend customized investment solutions
- Ensure compliance with FINRA regulations and firm protocols
- Leverage CRM systems to track client relationships and sales metrics
- Mentor junior advisors and contribute to team growth initiatives
- Host educational workshops on retirement planning and wealth preservation
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 & 66/65 licenses (or ability to obtain within 90 days)
- 3+ years in financial services with proven sales track record
- Strong understanding of investment vehicles and tax strategies
- Exceptional communication and presentation skills
- Valid Nevada state securities registration
- CFP designation preferred but not required