Job Description
Join Capital Wealth Partners in Raleigh, NC, as a Senior Financial Advisor and transform your career in wealth management. We're seeking dynamic professionals passionate about delivering exceptional financial solutions to high-net-worth individuals. Enjoy a collaborative environment with industry-leading resources, continuous professional development, and a culture that rewards excellence.
Why Join Us?
• Comprehensive benefits package including 401(k) matching
• Cutting-edge CRM and portfolio analytics tools
• Mentorship program with industry veterans
• Hybrid work model with downtown Raleigh office
Responsibilities
- Develop personalized financial strategies for 50+ high-net-worth clients
- Build and maintain robust client relationships through proactive communication
- Analyze market trends to optimize investment portfolios
- Lead financial planning workshops for corporate partners
- Mentor junior advisors on compliance and ethical practices
- Drive business development through targeted networking
- Stay current on SEC/FINRA regulations and tax laws
Qualifications
- Series 7, 66 and CFP certifications required
- 5+ years experience in financial advisory services
- Proven track record of exceeding revenue targets
- Bachelor's degree in Finance, Economics, or related field
- Exceptional presentation and negotiation skills
- Advanced proficiency in financial planning software (e.g., MoneyGuidePro)
- Strong analytical mindset with attention to detail
- NC resident with local market knowledge preferred