Job Description
Join our award-winning team as a Part-Time Financial Advisor in Baton Rouge, LA. Capital Wealth Management is seeking a motivated professional to help clients build wealth through personalized financial planning. This flexible role offers a competitive commission structure with uncapped earning potential while maintaining work-life balance. We provide comprehensive training, cutting-edge tools, and a collaborative environment focused on client success.
Responsibilities
- Develop comprehensive financial plans tailored to client goals
- Build and maintain client relationships through regular reviews
- Analyze market trends to recommend investment strategies
- Present complex financial concepts in accessible language
- Meet sales targets while maintaining ethical compliance
- Collaborate with team on portfolio optimization
- Stay updated on industry regulations and product offerings
Qualifications
- FINRA Series 65/66 or 7 license required
- Bachelor's degree in Finance, Business, or related field
- 3+ years financial planning/advisory experience
- Strong presentation and client communication skills
- Proven track record of meeting sales objectives
- Proficiency in financial planning software
- Ability to work independently and manage time effectively
- Professional demeanor with commitment to client fiduciary duty