Job Description
Join our elite wealth management team in Irvine and transform your finance career tomorrow! Capital Wealth Partners is seeking dynamic Financial Advisors to serve high-net-worth clients in Orange County's premier business hub. Enjoy uncapped commission potential, comprehensive training, and a modern office environment in Irvine's Spectrum District. We're expanding our advisory team and need professionals who thrive in client-facing roles with ambitious income goals.
Why Apply Today?
- Immediate start date – no waiting for hiring cycles
- Industry-leading commission structure with 40%+ payout
- Full relocation assistance for qualified candidates
- CE credits and professional development stipend
Responsibilities
- Develop personalized financial plans for 50+ high-net-worth clients
- Manage investment portfolios ($10M+ AUM responsibility)
- Execute cross-selling strategies for insurance/retirement products
- Conduct quarterly portfolio reviews and market analysis
- Build client pipeline through networking and referrals
- Utilize CRM system for client relationship management
- Compliance adherence with SEC/FINRA regulations
Qualifications
- Series 7, 66, and state insurance licenses required
- 3+ years financial advisory experience with HNW clients
- Proven track record of $1M+ annual production
- Strong presentation and negotiation skills
- BA/Finance or CFP designation preferred
- Experience with Schwab/Fidelity platforms
- Ability to pass background check