Job Description
Join Capital Wealth Management as a Senior Financial Advisor and transform your career in one of America's most dynamic financial markets. We're seeking an ambitious professional to build and manage high-net-worth portfolios in Oakland's thriving business community. Our commission structure uncaps earning potential while providing comprehensive training and cutting-edge technology. Enjoy flexible scheduling, premium health benefits, and a supportive team environment that prioritizes your growth. If you're ready to elevate your financial advisory practice with a prestigious firm that values innovation and client-centric solutions, apply today.
Responsibilities
- Develop and execute comprehensive financial strategies for high-net-worth clients in the Bay Area
- Build and maintain strong client relationships through personalized portfolio management
- Conduct in-depth market analysis and investment research to drive informed decisions
- Collaborate with tax and estate planning specialists to deliver holistic solutions
- Utilize CRM systems to track client goals and portfolio performance metrics
- Represent the firm at industry events and community networking functions
Qualifications
- FINRA Series 7, 66, and CFP certifications required
- Minimum 5 years experience in financial advisory with $10M+ AUM
- Proven track record of building high-net-worth client portfolios
- Expertise in estate planning, tax optimization, and retirement strategies
- Strong presentation skills with ability to articulate complex financial concepts
- Advanced proficiency in financial planning software (e.g., MoneyGuidePro)