Job Description
Join Capital Growth Partners as a Remote Financial Advisor and transform lives through personalized wealth management. We're seeking dynamic professionals to serve Austin's growing tech and startup community while enjoying flexible remote work. Our award-winning firm provides comprehensive training, cutting-edge tech tools, and a collaborative culture focused on client success.
What We Offer:
- Industry-leading commission structure with uncapped earning potential
- Comprehensive health, dental, and vision benefits
- 401(k) with generous company match
- Annual professional development stipend
- Hybrid work model with quarterly team retreats in Austin
Responsibilities
- Develop comprehensive financial plans for 25-30 high-net-worth clients
- Manage $50M+ investment portfolios with diversified strategies
- Conduct quarterly portfolio reviews and tax optimization sessions
- Build referral network through community partnerships in Austin
- Maintain FINRA Series 7/66 certifications and ongoing CE credits
- Leverage CRM system for client relationship management
- Collaborate with internal tax and estate planning specialists
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 5+ years of financial advisory experience with FINRA Series 7/66
- Proven track record managing $20M+ client portfolios
- Strong expertise in retirement planning and investment strategies
- Certified Financial Planner (CFP) designation preferred
- Exceptional communication and presentation skills
- Experience with financial planning software (e.g., MoneyGuidePro)
- Authorization to work in the United States