Job Description
Join Capital Wealth Management as a Remote Financial Advisor and transform lives through strategic wealth planning. We're seeking passionate professionals to serve clients across Raleigh and North Carolina with innovative financial solutions. Enjoy the flexibility of remote work while making a tangible impact in your community. Our award-winning platform provides cutting-edge tools, ongoing training, and competitive commission structures designed to accelerate your career growth.
At Capital Wealth Management, we believe financial wellness is the foundation of thriving communities. You'll work with diverse clients—from young professionals planning their futures to retirees seeking sustainable income strategies. Our collaborative culture values work-life integration, offering flexible schedules and comprehensive benefits including health insurance, 401(k) matching, and professional development stipends.
Responsibilities
- Develop personalized financial plans including investment strategies, retirement planning, and risk management solutions
- Build and maintain long-term client relationships through regular portfolio reviews and financial check-ins
- Analyze market trends and economic indicators to provide informed investment recommendations
- Collaborate with internal teams to ensure compliance with FINRA and SEC regulations
- Utilize CRM systems to track client interactions and pipeline growth
- Conduct educational workshops on financial literacy topics for community outreach
- Continuously expand knowledge of financial products, tax laws, and estate planning strategies
Qualifications
- FINRA Series 7 and 66/65/63 licenses (or ability to obtain within 90 days)
- Bachelor's degree in Finance, Economics, Business, or related field
- Minimum 3 years of financial advisory or wealth management experience
- Proven track record of client acquisition and portfolio management
- Strong analytical skills with proficiency in financial planning software
- Excellent communication abilities with diverse client demographics
- Self-motivated professional with entrepreneurial mindset
- Familiarity with North Carolina financial regulations and tax codes