Job Description
Join Capital Wealth Partners as a Remote Financial Advisor and build your career in one of America's fastest-growing financial hubs. We're seeking dynamic professionals to serve clients in Raleigh and surrounding areas while enjoying full remote flexibility. Our team-centric model combines cutting-edge technology with personalized service, allowing you to deliver exceptional financial planning from anywhere in North Carolina.
As a key member of our wealth management practice, you'll leverage our proprietary client acquisition system and comprehensive training program. We provide competitive commissions, full benefits package, and uncapped earning potential for top performers. This is your opportunity to join a forward-thinking firm that values work-life balance and professional growth.
Responsibilities
- Develop comprehensive financial plans including retirement, investment, and tax strategies for high-net-worth clients
- Build and maintain client relationships through virtual consultations and digital portfolio management
- Conduct market research and analysis to identify growth opportunities in North Carolina's expanding economy
- Collaborate with internal teams to ensure compliance with SEC and FINRA regulations
- Implement digital marketing strategies to expand client base within Raleigh metropolitan area
- Utilize our CRM platform to track client goals and deliver quarterly performance reviews
- Maintain Series 7, 66, and state insurance licenses as required
Qualifications
- Bachelor's degree in Finance, Economics, or related field; CFP or CFA designation strongly preferred
- Minimum 3 years of financial advising experience with proven client acquisition track record
- Valid Series 7 and Series 66/65 licenses with clean regulatory record
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Exceptional communication skills with ability to explain complex concepts virtually
- Experience serving clients in North Carolina's diverse demographic landscape
- Self-motivated professional with demonstrated ability to work independently
- Knowledge of North Carolina-specific tax laws and retirement planning strategies