Job Description
Join Capital Growth Partners, a premier wealth management firm, as we expand our St. Louis presence. We're seeking driven Financial Advisors to build client portfolios while receiving industry-leading training and uncapped earning potential. Our collaborative culture combines cutting-edge fintech tools with personalized service to deliver exceptional client experiences.
As a key member of our team, you'll work with high-net-worth individuals and families to create comprehensive financial strategies. We offer a robust support system including mentorship from top producers, advanced CRM platforms, and exclusive market research. This is your opportunity to accelerate your career in one of America's most dynamic financial markets.
Responsibilities
- Develop and execute personalized financial plans covering investments, retirement, estate planning, and risk management
- Cultivate and expand client relationships through proactive communication and portfolio reviews
- Analyze market trends and financial data to optimize investment strategies
- Comply with FINRA regulations and maintain strict ethical standards
- Leverage firm technology to enhance client reporting and engagement
- Collaborate with internal experts on complex financial scenarios
- Participate in professional development to maintain CFP/CFP designation
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/63 licenses (or ability to obtain within 90 days)
- 3+ years of financial advisory or sales experience
- Proven track record in client relationship management
- Strong analytical skills with attention to financial details
- Excellent communication and presentation abilities
- Self-motivated with entrepreneurial mindset
- Ability to work independently while collaborating with team members