Job Description
Join our elite team at Capital Wealth Management as a Part-Time Financial Advisor in the heart of Washington, DC. We're seeking a dynamic professional to deliver personalized financial planning to high-net-worth clients while maintaining work-life balance. Enjoy flexible hours, competitive compensation, and a collaborative environment in the nation's financial hub.
Responsibilities
- Develop comprehensive financial plans including investment strategies, retirement planning, and tax optimization
- Build and maintain relationships with HNW clients through regular portfolio reviews and market insights
- Stay current on financial regulations and market trends affecting DC-area clients
- Collaborate with internal teams to deliver seamless client experiences
- Participate in community networking events to expand client base
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66, and state life/health licenses required
- 3+ years financial planning experience with HNW clients
- Exceptional communication and presentation skills
- Proven ability to work independently with minimal supervision
- Familiarity with DC metro area financial landscape preferred