Job Description
Join Raleigh's premier wealth management firm as a Senior Financial Advisor! Capital Wealth Management is seeking a dynamic professional to build client relationships and deliver comprehensive financial solutions. Enjoy competitive compensation, industry-leading training, and a collaborative culture focused on growth. Perfect for ambitious advisors ready to elevate their career in North Carolina's thriving financial hub.
Responsibilities
- Develop personalized financial plans encompassing investments, retirement, tax strategies, and risk management
- Acquire high-net-worth clients through targeted networking and referral programs
- Manage investment portfolios exceeding $50M in assets under management
- Comply with FINRA regulations and maintain fiduciary standards
- Leverage proprietary technology for client reporting and market analysis
- Mentor junior advisors and contribute to team growth initiatives
Qualifications
- FINRA Series 7, 66, and state securities licenses required
- 5+ years experience in financial planning or wealth management
- Proven track record of building client portfolios ($10M+ AUM)
- CFPĀ® or CFA designation strongly preferred
- Exceptional communication and presentation skills
- Bachelor's degree in Finance, Economics, or related field
- Ability to thrive in a commission-based compensation structure