Job Description
Join Capital Wealth Partners, Dallas' premier wealth management firm, and transform your career in finance. We're seeking an elite Financial Advisor to build a high-net-worth client portfolio in one of America's most dynamic markets. Enjoy uncapped earning potential, industry-leading resources, and a culture that rewards excellence. Our advisors average 35% year-over-year growth through our proven client acquisition system.
Why Dallas? Home to 10+ Fortune 500 companies and a thriving business ecosystem, Dallas offers unparalleled networking opportunities and a high concentration of affluent clients. Our downtown headquarters provides premium amenities and a collaborative, fast-paced environment.
Responsibilities
- Develop and execute comprehensive financial strategies for high-net-worth individuals and families
- Cultivate and expand client relationships through targeted networking and referral programs
- Analyze market trends to optimize investment portfolios across equities, bonds, and alternative assets
- Present complex financial plans using proprietary software and data visualization tools
- Mentor junior advisors while maintaining personal production targets
- Comply with FINRA regulations and maintain Series 7/66 certifications
Qualifications
- 5+ years of financial advisory experience with $50M+ AUM management
- Active Series 7, 66, and state insurance licenses
- Proven track record of building and retaining high-net-worth client relationships
- CFA or CFP designation preferred
- Advanced proficiency in financial planning software (e.g., MoneyGuidePro)
- Bachelor's degree in Finance, Economics, or related field
- Exceptional presentation skills and ability to articulate complex concepts