Job Description
Join Capital Wealth Partners, a premier financial advisory firm serving Washington, DC's affluent community. We seek a dynamic Part-Time Financial Advisor to deliver personalized wealth management solutions to high-net-worth clients. This flexible role offers competitive compensation, professional development, and the opportunity to make a meaningful impact in the nation's capital.
Responsibilities
- Develop comprehensive financial plans including investment strategies, retirement planning, and tax optimization
- Build and maintain client relationships through regular consultations and portfolio reviews
- Analyze market trends and economic data to inform client recommendations
- Collaborate with cross-functional teams on estate planning and risk management solutions
- Comply with SEC/FINRA regulations and maintain accurate client documentation
- Identify new business opportunities through networking and referrals
- Stay current on industry certifications and continuing education requirements
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/65 licenses required
- 3+ years of financial advisory experience with high-net-worth clients
- Strong analytical skills and proficiency in financial planning software
- Exceptional communication and presentation abilities
- CFP, CFA, or ChFC designation preferred
- Ability to work independently while collaborating in a team environment
- Valid DC securities registration