Job Description
Join Capital Wealth Partners, a premier financial advisory firm in Houston, TX, and transform your expertise into meaningful client impact. We're seeking a dynamic Part-Time Financial Advisor to deliver personalized wealth management solutions to high-net-worth individuals and families. This role offers flexible scheduling while maintaining the prestige of working with industry-leading professionals.
As a key member of our advisory team, you'll leverage cutting-edge financial tools and platforms to craft comprehensive investment strategies, retirement plans, and tax-efficient solutions. Our collaborative environment fosters continuous learning and career growth, making this ideal for professionals seeking work-life balance without compromising on excellence.
Responsibilities
- Develop and implement customized financial plans aligned with clients' short-term and long-term goals
- Conduct in-depth portfolio analysis and provide actionable investment recommendations
- Build and maintain strong client relationships through regular consultations and proactive communication
- Stay current with market trends, tax regulations, and financial product innovations
- Collaborate with internal teams to ensure seamless service delivery and compliance
- Present financial strategies to clients using clear, jargon-free language
- Contribute to business development through targeted networking and referral generation
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field (MBA or CFA preferred)
- Minimum 3 years of financial advisory or wealth management experience
- Valid Series 7 and Series 66/63/65 licenses (or ability to obtain within 90 days)
- Proven track record in developing client relationships and achieving sales targets
- Advanced proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Exceptional communication skills with ability to explain complex concepts simply
- Strong analytical mindset with attention to detail and regulatory compliance
- Self-motivated professional with ability to thrive in a part-time, results-oriented environment