Job Description
Join Nashville's premier wealth management firm and transform your career into a six-figure powerhouse. Capital Wealth Management is seeking a dynamic Senior Financial Advisor to build high-net-worth portfolios for affluent clients in the Music City's booming economy. With our industry-leading training, competitive benefits package, and exclusive client acquisition system, you'll unlock unprecedented earning potential while making a tangible impact on Nashville's financial landscape.
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals ($500k+ AUM)
- Generate new business through our exclusive referral network and digital marketing
- Manage diversified investment portfolios across equities, bonds, and alternative assets
- Conduct quarterly portfolio reviews and proactive risk assessments
- Maintain FINRA Series 7/66 certifications and compliance adherence
- Leverage proprietary CRM system for client lifecycle management
- Collaborate with tax and estate planning specialists
Qualifications
- Minimum 5 years experience in financial services with $10M+ AUM
- Active FINRA Series 7 and 66 licenses
- Proven track record of meeting/exceeding sales targets
- CFP or CFA designation preferred
- Exceptional communication and presentation skills
- Proficiency in financial planning software (e.g., MoneyGuidePro)
- Strong network within Nashville's business community
- Bachelor's degree in Finance, Economics, or related field