Job Description
Join our elite team at Capital Wealth Management Group and transform lives through expert financial planning. We're urgently seeking passionate Financial Advisors in Richmond, VA to help clients achieve their wealth goals in today's dynamic market. Enjoy uncapped earning potential, comprehensive training, and a supportive culture that rewards excellence. Apply today and start building your dream career in finance!
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Manage investment portfolios exceeding $500k in assets
- Drive new client acquisition through strategic networking
- Conduct comprehensive retirement and estate planning sessions
- Maintain FINRA Series 7 and 66 licenses
- Leverage CRM systems to track client progress
- Collaborate with tax and legal partners for holistic solutions
Qualifications
- 5+ years of financial advisory experience
- Active CFP or CFA designation preferred
- Proven track record of $1M+ AUM management
- Exceptional communication and presentation skills
- Strong analytical abilities with market trend insights
- Valid FINRA Series 7 & 66 licenses
- Virginia state securities registration
- Bachelor's degree in Finance or related field