Job Description
Join our elite team at Capital Wealth Management and transform lives through strategic financial planning. We're seeking a dynamic Senior Financial Advisor to build high-net-worth client portfolios in Toledo's thriving business district. Enjoy uncapped commission potential, comprehensive benefits, and industry-leading resources in a culture that rewards excellence.
Responsibilities
- Develop personalized investment strategies for HNW clients ($500k+ AUM)
- Conduct comprehensive financial planning analyses including retirement, tax, and estate planning
- Build and maintain executive-level client relationships through proactive portfolio management
- Drive new business acquisition through targeted networking and referral programs
- Ensure strict adherence to FINRA/SEC compliance standards
- Leverage proprietary wealth management tools for client reporting
Qualifications
- 7+ years of financial advisory experience with CFP or CFA designation
- Proven track record of $3M+ AUM management
- Series 7, 66, and state insurance licenses required
- Exceptional communication skills with executive clientele
- Bachelor's degree in Finance, Economics, or related field
- Advanced knowledge of tax-advantaged investment vehicles
- Demonstrated ability to exceed revenue targets