Job Description
Join our award-winning team at Capital Growth Partners and transform lives through strategic financial planning. As a Remote Financial Advisor, you'll empower clients in Austin and beyond to achieve their wealth goals with cutting-edge digital tools and personalized strategies. We offer competitive compensation, comprehensive benefits, and a culture that champions professional growth and work-life balance.
Why Work With Us?
- Industry-leading training and mentorship program
- Flexible remote work with quarterly in-person Austin retreats
- Advanced CRM and portfolio management technology
- Health/dental/vision insurance + 401(k) matching
- Performance-based bonuses and profit-sharing
Responsibilities
- Develop comprehensive financial plans for 25-30 high-net-worth clients
- Conduct virtual portfolio reviews and market analysis sessions
- Present customized investment strategies using our proprietary AI platform
- Drive client acquisition through digital marketing and referral programs
- Maintain FINRA Series 7 and 66 certifications with ongoing CE credits
- Collaborate with estate planning attorneys and tax specialists
- Generate quarterly performance reports and client satisfaction metrics
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 5+ years of financial advisory experience with FINRA Series 7/66
- Proven track record of managing $10M+ client portfolios
- Expertise in retirement planning, tax optimization, and estate strategies
- Exceptional communication skills for virtual client interactions
- Proficiency with financial planning software (e.g., MoneyGuidePro)
- Austin market knowledge preferred but not required
- CFA or CFP designation strongly preferred