Job Description
Join our elite wealth management team in Richmond, VA and transform clients' financial futures. Capital Wealth Partners offers an unparalleled platform for high-performing advisors to build thriving practices with comprehensive backend support and cutting-edge technology. We're seeking mission-driven professionals who excel in client relationships and complex financial planning.
Responsibilities
- Develop and execute comprehensive wealth management strategies for high-net-worth clients
- Drive revenue growth through proactive client acquisition and retention
- Deliver personalized financial planning including retirement, tax, and estate solutions
- Leverage proprietary analytics tools to optimize investment portfolios
- Maintain strict compliance with FINRA/SEC regulations
- Lead cross-functional teams for complex wealth structuring projects
Qualifications
- 7+ years of financial advisory experience with $50M+ AUM track record
- Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC)
- Series 7, 66, and state insurance licenses
- Proven success in HNW client acquisition and retention
- Advanced proficiency in financial planning software (MoneyGuidePro, eMoney)
- Exceptional communication skills with executive presence