Job Description
Join Capital Wealth Management Group as a Financial Advisor and transform your career with unmatched flexibility in Sacramento's thriving financial hub. We empower advisors to set their own schedules while delivering premium wealth management solutions to high-net-worth clients. Enjoy a supportive environment with cutting-edge technology, comprehensive training, and competitive commission structures. Work from our modern downtown office or remotely – the choice is yours. Seize this opportunity to build your client portfolio while maintaining work-life balance in California's capital city.
Responsibilities
- Develop personalized financial plans and investment strategies for 50+ high-net-worth clients
- Build and maintain robust client relationships through regular portfolio reviews and market updates
- Drive new business development through targeted networking and referral programs
- Ensure compliance with FINRA regulations and SEC reporting requirements
- Leverage CRM tools to track client interactions and growth opportunities
- Collaborate with internal teams for tax-efficient estate planning and retirement solutions
- Maintain Series 7, 66, and state insurance licenses
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 3+ years of experience in financial advisory or wealth management
- Active Series 7 & 66 licenses (or ability to obtain within 90 days)
- Proven track record of building client portfolios exceeding $10M AUM
- Exceptional communication skills and CFP designation preferred
- Ability to work independently with flexible scheduling requirements
- Proficiency in financial planning software (e.g., MoneyGuidePro)