Job Description
Join Capital Wealth Management's elite advisory team in Dallas, where high-net-worth clients meet industry-leading financial expertise. We're seeking a results-driven Financial Advisor to build a thriving practice while transforming lives through comprehensive wealth strategies. Enjoy uncapped earning potential, premium resources, and a culture that prioritizes your growth.
This role offers the perfect blend of autonomy and support, allowing you to leverage cutting-edge technology while maintaining personalized client relationships. Our Dallas office provides access to a vibrant business community and affluent client base.
Responsibilities
- Develop and maintain deep client relationships through personalized financial planning and investment strategies
- Analyze financial data to create customized portfolios aligned with client goals and risk tolerance
- Identify cross-selling opportunities for wealth management products and services
- Stay current on market trends, regulatory changes, and investment vehicles
- Prepare comprehensive financial plans including retirement, estate, and tax optimization strategies
- Maintain compliance with FINRA regulations and firm policies
- Mentor junior advisors and contribute to team growth initiatives
Qualifications
- Series 7, 66 (or 63/65) and current Texas state insurance licenses
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- 5+ years of experience in financial advisory or wealth management
- Proven track record of building and maintaining high-net-worth client relationships
- Strong analytical skills with ability to translate complex financial concepts
- Exceptional communication and presentation abilities
- Minimum $500K in annual production history