Job Description
Join Capital Growth Partners as a Senior Financial Advisor and unlock your earning potential in Dallas's thriving financial district. We're seeking elite professionals to build high-net-worth portfolios for our exclusive clientele. Enjoy uncapped commission structures, premium benefits, and continuous executive training in a culture that rewards ambition.
Our advisors average 25% YoA revenue growth with industry-leading support teams. This role offers hybrid flexibility with a stunning downtown office overlooking the Dallas skyline.
Responsibilities
- Develop comprehensive financial strategies for HNW clients ($500K+ AUM)
- Drive portfolio growth through diversified investment solutions
- Cultivate executive-level client relationships through personalized advisory
- Ensure strict compliance with FINRA/SEC regulations
- Leverage proprietary tech tools for performance analytics
- Mentor junior advisors to expand team capabilities
- Identify cross-sell opportunities in wealth management products
Qualifications
- Series 7, 66/63, and CFP certifications required
- 5+ years experience in high-net-worth financial advisory
- Proven track record of $2M+ AUM management
- Exceptional presentation and negotiation skills
- Advanced proficiency in portfolio management software
- Texas state securities license (S24/S26)
- Master's degree in Finance or Business preferred