Job Description
Join our elite team of financial advisors at Capital Wealth Management, where we empower high-net-worth clients to achieve their financial dreams. As Madison's premier wealth management firm, we're seeking a driven Senior Financial Advisor to build lasting client relationships and deliver exceptional investment strategies. Enjoy a competitive base salary with uncapped commission potential, comprehensive benefits, and ongoing professional development in a collaborative, growth-oriented environment.
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Manage investment portfolios exceeding $50M in assets under management
- Cultivate and expand client networks through strategic networking and referrals
- Stay current on market trends, tax laws, and regulatory changes
- Mentor junior advisors and contribute to team growth initiatives
- Utilize proprietary analytical tools for portfolio optimization
- Present quarterly portfolio reviews and strategic recommendations
Qualifications
- 7+ years of financial advisory experience with high-net-worth clientele
- CFPĀ® or CFA certification required
- Proven track record of exceeding sales targets (>$1M AUM annually)
- Exceptional communication and presentation skills
- Series 7, 66, and state insurance licenses
- Bachelor's degree in Finance, Economics, or related field
- Advanced proficiency in portfolio management software
- Strong network within Madison's business community