Job Description
Join Capital Wealth Group as a Remote Financial Advisor and transform your career in finance while enjoying the flexibility of remote work. We're seeking dynamic professionals to build client portfolios, deliver personalized financial strategies, and drive growth in Virginia's thriving capital region. Our award-winning firm combines cutting-edge technology with a client-first approach to help you exceed your income potential.
As a cornerstone of our Richmond-based team, you'll collaborate with industry experts while maintaining full autonomy in your client relationships. We provide comprehensive training, state-of-the-art CRM tools, and a robust referral network to accelerate your success. This is your opportunity to elevate your financial advisory career without geographical constraints.
Responsibilities
- Develop comprehensive financial plans and investment strategies for high-net-worth clients
- Build and maintain a thriving client portfolio through targeted outreach and relationship management
- Analyze market trends and regulatory changes to optimize client portfolios
- Conduct virtual financial consultations using our secure digital platform
- Collaborate with internal experts on complex wealth management solutions
- Meet/exceed quarterly revenue targets through strategic client acquisition
- Maintain FINRA Series 7 and Series 66/65 certifications
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 3+ years of financial advisory experience with proven track record
- Active FINRA Series 7 and Series 66/65 licenses
- Certified Financial Planner (CFP) designation preferred
- Exceptional communication skills with ability to explain complex concepts
- Proficiency in financial planning software and CRM systems
- Strong analytical abilities and attention to detail
- VA residents preferred; remote work available throughout state