Job Description
Join Capital Wealth Partners as a Remote Financial Advisor and transform lives through expert financial planning. We're seeking passionate advisors to serve clients in Raleigh, NC and beyond while enjoying the flexibility of remote work. With competitive compensation, comprehensive training, and cutting-edge technology, you'll build meaningful client relationships while achieving your career goals.
Responsibilities
- Develop personalized financial plans including investment strategies, retirement planning, and risk management
- Build and maintain a robust client portfolio through proactive outreach and relationship nurturing
- Stay current with financial regulations and industry trends to ensure compliance
- Leverage CRM platforms to track client interactions and manage pipelines
- Collaborate with internal teams for seamless client service delivery
- Conduct regular portfolio reviews and adjust strategies based on market changes
- Present complex financial concepts in clear, actionable insights for diverse client profiles
Qualifications
- Bachelor's degree in Finance, Economics, or related field (or equivalent experience)
- Series 65, 66, and/or 7 securities licenses (or ability to obtain within 90 days)
- 3+ years of financial planning/advisory experience with proven client acquisition skills
- Exceptional communication skills with ability to build trust across demographics
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Strong analytical mindset with data-driven decision-making abilities
- Self-motivated with demonstrated remote work capabilities
- Clean FINRA record and required state registrations