Job Description
Join Capital Wealth Partners as a Part-Time Financial Advisor and transform your expertise into client success. We're seeking a dynamic professional to deliver personalized financial strategies to high-net-worth individuals in Washington, DC. This flexible role combines technical expertise with relationship-building in a collaborative environment.
Our advisors enjoy competitive compensation, continuous professional development, and access to cutting-edge financial planning tools. Whether you're balancing other commitments or seeking a flexible career path, this position offers the perfect blend of impact and work-life balance.
Responsibilities
- Develop comprehensive financial plans tailored to client goals and risk tolerance
- Build and maintain strong client relationships through regular portfolio reviews
- Analyze market trends and regulatory changes to optimize investment strategies
- Present complex financial concepts clearly through customized reports and presentations
- Collaborate with internal teams to execute client objectives efficiently
- Drive new business opportunities through networking and referral development
- Maintain compliance with FINRA regulations and firm policies
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Active Series 7 and Series 66/65 licenses
- 3+ years of financial advisory experience with high-net-worth clients
- Proven track record in portfolio management and financial planning
- Exceptional communication and presentation skills
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Ability to work independently while collaborating within a team environment
- Valid DC securities registration