Job Description
Join Capital Wealth Group as a Part-Time Financial Advisor and transform lives through strategic financial planning. We're seeking passionate professionals to guide clients toward financial independence while enjoying a flexible schedule. Our Baton Rouge team combines cutting-edge technology with personalized service to deliver exceptional wealth management solutions.
Why You'll Love Working With Us:
- Flexible 20-25 hour/week schedule
- Competitive base + uncapped commission structure
- Comprehensive training and mentorship program
- Cutting-edge CRM and portfolio analysis tools
- Collaborative team environment with monthly incentives
Responsibilities
- Develop personalized financial plans for individual and business clients
- Analyze investment portfolios, insurance needs, and retirement strategiesBuild and maintain client relationships through regular consultations
- Stay current on financial regulations and market trends
- Collaborate with internal team to optimize client outcomes
- Present complex financial concepts in accessible, actionable insights
- Meet quarterly performance and client acquisition targets
Qualifications
- Bachelor's degree in Finance, Economics, or related field (or equivalent experience)
- Series 65/66 or 7/63 license required
- 2+ years financial advisory experience preferred
- Strong analytical and client communication skills
- Proven ability to build trust and long-term relationships
- Proficiency in financial planning software (e.g., MoneyGuidePro)
- Self-motivated with entrepreneurial mindset