Job Description
Join our dynamic team at Capital Growth Partners as a Remote Financial Advisor and transform your passion for finance into a rewarding career. We empower advisors with cutting-edge technology, comprehensive training, and a client-first culture. Enjoy the flexibility of remote work while making a tangible impact on clients' financial futures in Richmond, VA and beyond. Why Choose Us? Competitive compensation, uncapped earning potential, and a supportive environment where your expertise thrives.
Responsibilities
- Develop personalized financial strategies for high-net-worth clients
- Build and maintain long-term client relationships through trust-driven consultations
- Analyze market trends and investment opportunities to optimize portfolios
- Ensure compliance with SEC/FINRA regulations and company policies
- Leverage our digital platform for seamless client interactions and reporting
- Collaborate with cross-functional teams to deliver holistic financial solutions
- Drive business growth through strategic networking and referrals
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Series 7 & 66/65 licenses required
- 3+ years of financial planning/advisory experience
- Proven track record in client relationship management
- Exceptional analytical and communication skills
- Proficiency in financial planning software (e.g., MoneyGuidePro)
- Strong understanding of retirement planning, investments, and tax strategies