Job Description
Join Toledo's premier wealth management firm and build a high-impact financial advisory career. Capital Wealth Management Group is seeking a results-driven Senior Financial Advisor to serve affluent clients in Northwest Ohio. Enjoy uncapped commission potential, comprehensive benefits, and a culture that rewards excellence. Transform lives through strategic wealth planning while leveraging our established client base and cutting-edge technology.
We offer:
- Industry-leading commission structure (30-40% payout)
- Full relocation assistance
- CE/CPE reimbursement program
- Health, dental, and vision insurance
- 401(k) with 5% employer match
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients (HNWIs)
- Manage investment portfolios exceeding $50M in AUM
- Generate new business through strategic networking and referrals
- Present complex financial strategies using advanced planning tools
- Ensure compliance with FINRA/SEC regulations
- Mentor junior advisors on client relationship management
- Analyze market trends to optimize client portfolios
Qualifications
- Series 7 and Series 66/63 licenses required
- 5+ years of financial planning experience
- CFPĀ® or CFA designation preferred
- Proven track record of $1M+ annual production
- Strong presentation skills for HNW client meetings
- Experience with CRM platforms (e.g., Salesforce, Redtail)
- Bachelor's degree in Finance, Economics, or related field