Job Description
Join our award-winning financial advisory firm in the heart of Washington, DC, where we empower advisors with industry-leading flexibility. As a Financial Advisor, you'll design personalized wealth strategies for high-net-worth clients while enjoying a hybrid schedule that balances office collaboration with remote work. Our comprehensive support system includes advanced CRM tools, dedicated compliance assistance, and continuous professional development through our Capital Wealth Academy. Earn exceptional compensation through our tiered commission structure while maintaining work-life harmony through our flexible hours policy.
Responsibilities
- Develop and execute comprehensive financial plans including investment portfolios, retirement strategies, and tax optimization
- Cultivate relationships with high-net-worth individuals and families through personalized financial consultations
- Conduct market analysis and research to provide actionable investment recommendations
- Collaborate with cross-functional teams to deliver integrated wealth management solutions
- Maintain compliance with FINRA regulations and firm fiduciary standards
- Utilize CRM systems to track client progress and identify growth opportunities
- Mentor junior advisors and contribute to firm-wide strategic initiatives
Qualifications
- Series 7 and Series 66/63/65 securities licenses (or ability to obtain within 90 days)
- 5+ years of experience in financial planning, wealth management, or related advisory role
- Bachelor's degree in Finance, Economics, or related field (CFP/CFA preferred)
- Proven track record of building and maintaining client relationships
- Strong analytical skills with ability to translate complex financial concepts
- Excellent communication and presentation skills for diverse client audiences
- Experience with financial planning software (e.g., MoneyGuidePro, eMoney)
- Self-motivated professional with entrepreneurial mindset