Job Description
Join Capital Wealth Partners, a premier wealth management firm in Richmond, VA, and transform your financial expertise into a rewarding career. We're seeking a dynamic Senior Financial Advisor to build client relationships and deliver innovative financial solutions in a collaborative, high-performance environment.
Our advisors enjoy uncapped commission potential, comprehensive benefits, and ongoing professional development. You'll leverage our proprietary technology platform while working with a diverse client base ranging from young professionals to established retirees.
Responsibilities
- Develop personalized financial plans integrating investments, retirement, estate planning, and risk management
- Cultivate and expand client portfolio through strategic networking and referral partnerships
- Analyze market trends to optimize investment strategies and client portfolios
- Conduct regular portfolio reviews and adjust plans based on life events and market shifts
- Maintain FINRA Series 7, 66, and state insurance licenses compliance
- Collaborate with internal experts (tax, legal) for comprehensive client solutions
Qualifications
- Bachelor's degree in Finance, Business, Economics, or related field
- 5+ years of financial advisory experience with proven client acquisition track record
- Active FINRA Series 7 and 66 licenses (required)
- Strong analytical skills with ability to translate complex financial concepts
- Exceptional communication and relationship-building abilities
- CFP, CFA, or ChFC designation preferred
- Experience with financial planning software (e.g., MoneyGuidePro)