Job Description
Join Capital Wealth Partners as a Senior Financial Advisor in Toledo and transform your career in wealth management. We're seeking a driven professional to serve high-net-worth clients in Northwest Ohio's thriving financial sector. Enjoy uncapped commission potential, comprehensive benefits, and access to our proprietary investment platform. Our hybrid work model offers flexibility while maintaining client-centric excellence.
Why Apply?
- Top 5% compensation in Ohio's financial market
- Industry-leading training and CE sponsorship
- Exclusive client acquisition pipeline
- Health/dental/vision + 401(k) match
Responsibilities
- Develop comprehensive financial plans for HNW clients ($500k+ AUM)
- Drive new business acquisition through targeted networking
- Manage diversified investment portfolios across asset classes
- Ensure strict compliance with FINRA/SEC regulations
- Leverage CRM analytics for client retention strategies
- Mentor junior advisors on wealth management best practices
Qualifications
- 5+ years financial advisory experience with Series 7/66 licenses
- CFA or CFP designation preferred
- Proven track record of $2M+ AUM growth
- Advanced proficiency in portfolio management software
- Strong presentation skills for complex financial scenarios
- Ohio-based professional network required