Job Description
Join Capital Wealth Management as a Remote Financial Advisor and transform your career while serving Dallas's thriving financial community. We're seeking dynamic professionals to build personalized wealth strategies for high-net-worth clients in a flexible, tech-enabled environment. Enjoy uncapped earning potential, comprehensive benefits, and ongoing CFP support while making a tangible impact on clients' financial futures.
Why Capital Wealth Management?
• Industry-leading technology platform
• Competitive commission structure (up to 45% payout)
• Full remote work flexibility
• $5,000 annual continuing education stipend
• Health, dental, vision, and 401(k) matching
Responsibilities
- Develop comprehensive financial plans including investment portfolios, retirement strategies, and risk management solutions
- Cultivate and maintain relationships with high-net-worth clients through personalized consultations
- Analyze market trends and financial data to optimize client portfolios
- Collaborate with internal teams on complex estate and tax planning scenarios
- Meet/exceed quarterly acquisition targets through strategic networking
- Maintain compliance with FINRA regulations and SEC guidelines
- Utilize CRM system to document client interactions and track performance metrics
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66, and state insurance licenses (or ability to obtain within 90 days)
- Minimum 3 years experience in financial services or wealth management
- CFP designation or commitment to pursue within 12 months
- Proven track record of client acquisition and retention
- Advanced proficiency in financial planning software (e.g., MoneyGuidePro)
- Exceptional communication skills with ability to explain complex concepts
- Dallas market knowledge preferred