Job Description
Join our elite wealth management team in Richmond, VA as we expand our client advisory division! Capital Wealth Partners is urgently seeking dynamic Financial Advisors to deliver exceptional financial planning services to high-net-worth individuals and families. Enjoy uncapped earning potential, comprehensive training, and a collaborative culture that rewards innovation. Position includes full benefits package, relocation assistance, and performance bonuses.
Responsibilities
- Develop comprehensive financial plans including investment strategies, retirement planning, and risk management
- Build and maintain relationships with high-net-worth clients through personalized service
- Analyze market trends and financial data to optimize client portfolios
- Meet/exceed quarterly sales targets and new client acquisition goals
- Ensure compliance with FINRA regulations and SEC guidelines
- Collaborate with internal partners (tax, legal, estate planning)
- Maintain CFP® certification and ongoing education requirements
Qualifications
- Bachelor's degree in Finance, Economics, or related field required
- Series 7, 66, and Life/Health insurance licenses
- Minimum 3 years financial planning/advisory experience
- CFP® designation preferred or willingness to obtain within 12 months
- Proven track record in client acquisition and retention
- Strong analytical and presentation skills
- Experience with financial planning software (e.g., MoneyGuidePro, eMoney)
- Excellent communication and relationship-building abilities