Job Description
Join our award-winning financial advisory team in Madison, WI and transform your passion for finance into a rewarding career. Capital Wealth Management is seeking a dynamic Senior Financial Advisor to serve high-net-worth individuals and families in the vibrant Madison community. We offer a collaborative environment with comprehensive training, cutting-edge technology, and a competitive compensation structure designed for top performers.
Our ideal candidate thrives in client-facing roles, possesses deep financial expertise, and shares our commitment to building lasting relationships. Enjoy flexible work arrangements, comprehensive benefits including 401(k) matching, and opportunities for professional growth through our partnership with CFP® programs.
Responsibilities
- Develop comprehensive financial plans incorporating investments, retirement, tax strategies, and risk management
- Cultivate and maintain a high-net-worth client portfolio through personalized advisory services
- Conduct thorough market analysis and research to optimize client portfolios
- Present complex financial concepts clearly through customized reports and presentations
- Collaborate with internal teams on estate planning, insurance, and legal solutions
- Stay current with industry regulations and financial market trends
- Mentor junior advisors and contribute to firm-wide business development initiatives
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- Minimum 5 years of financial advisory experience with FINRA Series 7 & 66/63/65 licenses
- CFP® designation or active pursuit thereof
- Proven track record of building and maintaining high-net-worth client relationships
- Exceptional communication, presentation, and negotiation skills
- Strong analytical abilities with proficiency in financial planning software
- Unwavering ethical standards and commitment to fiduciary responsibility
- Madison area market knowledge or strong willingness to develop local connections