Job Description
Join our elite financial advisory team in the heart of Washington, DC and transform your career in wealth management. Capital Wealth Partners is seeking a dynamic Senior Financial Advisor to build lasting client relationships while delivering sophisticated financial solutions. Enjoy unparalleled support, cutting-edge technology, and a collaborative culture that empowers your growth in one of America's most vibrant financial markets. Your expertise will directly impact high-net-worth individuals and families navigating complex financial landscapes.
Responsibilities
- Develop comprehensive financial plans including investment strategies, retirement planning, and tax optimization
- Cultivate and expand client portfolio through strategic networking and relationship management
- Analyze market trends and regulatory changes to advise on portfolio adjustments
- Coordinate with internal experts (legal, tax, estate planning) to deliver holistic solutions
- Maintain FINRA Series 7, 66, and applicable state licenses
- Utilize CRM platforms to track client interactions and pipeline growth
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- 5+ years of financial advisory experience with high-net-worth clientele
- Valid FINRA Series 7 and 66 licenses
- Proven track record of meeting/exceeding sales targets
- Exceptional communication and presentation skills
- Advanced proficiency in financial planning software (e.g., MoneyGuidePro)
- Strong understanding of DC metro market regulations and compliance requirements