Job Description
Join Capital Wealth Management as a Senior Financial Advisor and transform lives through strategic wealth planning. We're seeking passionate professionals to build client relationships while enjoying our remote-first culture. With competitive compensation, comprehensive benefits, and ongoing CPE training, this is your opportunity to thrive in one of America's fastest-growing financial hubs.
Our Raleigh-based team combines boutique service with institutional resources, allowing you to deliver personalized financial solutions while maintaining work-life flexibility. You'll collaborate with industry experts while having the autonomy to grow your client portfolio.
Responsibilities
- Develop comprehensive financial plans covering investments, retirement, tax strategies, and risk management
- Build and maintain relationships with high-net-worth individuals and business clients
- Monitor market trends and adjust client portfolios to align with evolving financial goals
- Present complex financial concepts through clear, actionable recommendations
- Comply with FINRA regulations and maintain fiduciary standards
- Leverage CRM systems to track client interactions and pipeline growth
- Collaborate with internal partners for seamless wealth management solutions
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA or CFP preferred)
- 3+ years of financial planning/advisory experience with proven client acquisition track record
- Active Series 7, 66, and state insurance licenses
- Strong analytical skills with ability to interpret complex financial data
- Exceptional communication skills for client presentations and relationship building
- Experience with financial planning software (e.g., MoneyGuidePro, eMoney)
- Self-motivated professional with demonstrated remote work capabilities