Job Description
Join Capital Wealth Partners' elite Dallas team as a Senior Financial Advisor and transform your career in wealth management. We're seeking a results-driven professional to serve high-net-worth clients in one of America's most dynamic financial hubs. With uncapped earning potential and comprehensive benefits, this role offers the perfect blend of prestige and financial rewards.
Responsibilities
- Develop personalized financial strategies for HNW clients with $500k+ portfolios
- Drive new client acquisition through targeted networking and referrals
- Manage investment portfolios across equities, bonds, and alternative assets
- Lead comprehensive financial planning including retirement, tax, and estate solutions
- Maintain FINRA Series 7/66/63 licenses and compliance with SEC regulations
- Leverage proprietary CRM system to track KPIs and client growth
Qualifications
- 5+ years of financial advisory experience with proven HNW book
- FINRA Series 7/66/63 licenses (or ability to obtain immediately)
- CFP, CFA, or ChFC designation preferred
- Track record of $1M+ annual AUM growth
- Exceptional presentation skills for executive-level client meetings
- Strong network within Dallas business community
- Proficiency in financial planning software (e.g., MoneyGuidePro)