Job Description
Join Capital Wealth Partners as a Remote Financial Advisor and transform lives through strategic wealth management. We're seeking dynamic professionals to build client portfolios while enjoying San Francisco's vibrant culture from anywhere in the Bay Area. Our award-winning firm combines cutting-edge fintech tools with personalized service, creating an environment where your expertise thrives.
Enjoy competitive commissions, comprehensive benefits, and unparalleled growth opportunities in one of America's most dynamic financial markets. Work remotely while maintaining access to our exclusive San Francisco client network and industry-leading resources.
Responsibilities
- Develop comprehensive financial plans and investment strategies for high-net-worth clients
- Build and maintain client relationships through regular portfolio reviews and market insights
- Drive business development through targeted networking and referral programs
- Stay current on tax laws, market trends, and regulatory changes
- Collaborate with internal teams on complex estate planning and retirement strategies
- Leverage our proprietary CRM system for client relationship management
- Maintain FINRA Series 7 and 66/63/65 certifications
Qualifications
- 5+ years of financial planning/advisory experience with high-net-worth clients
- FINRA Series 7, 66/63/65 licenses and current CFP designation
- Proven track record in portfolio management and investment analysis
- Exceptional communication skills with ability to translate complex concepts
- Bachelor's degree in Finance, Economics, or related field
- Strong proficiency in financial planning software (e.g., MoneyGuidePro)
- Self-motivated with demonstrated remote work capabilities
- Bay Area market knowledge preferred