Job Description
Join Capital Wealth Partners as a Senior Financial Advisor and transform your career in the heart of Durham's thriving financial district. We're seeking a dynamic professional to build client relationships and deliver comprehensive wealth management solutions in a supportive, growth-oriented environment. Our award-winning firm offers industry-leading training, cutting-edge technology, and a collaborative culture where your success is celebrated. Why Apply Today? Enjoy competitive base salaries with uncapped commission, comprehensive benefits, and clear pathways to partnership. Located in downtown Durham, you'll be part of North Carolina's fastest-growing financial hub with access to a diverse client base.
Responsibilities
- Develop and execute customized financial plans encompassing investments, retirement, insurance, and tax strategies
- Cultivate and expand high-net-worth client portfolio through proactive relationship management
- Conduct comprehensive financial analysis and market research to inform client recommendations
- Collaborate with internal teams to deliver seamless service across wealth management products
- Maintain FINRA Series 7, 66, and relevant state insurance licenses
- Participate in community outreach to build brand presence and referral networks
Qualifications
- 5+ years of experience in financial advisory, wealth management, or related field
- Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation preferred
- Proven track record of building and maintaining high-net-worth client relationships
- Exceptional communication skills with ability to translate complex financial concepts
- Valid FINRA Series 7 and 66 licenses (or ability to obtain immediately)
- Bachelor's degree in Finance, Economics, or related field
- Demonstrated success in meeting or exceeding sales targets