Job Description
Join our elite team at Capital Wealth Partners as we revolutionize financial planning in the Raleigh-Durham market. We're seeking a dynamic Senior Financial Advisor to help high-net-worth individuals build lasting legacies through personalized wealth strategies. Enjoy uncapped earning potential, comprehensive training, and a collaborative environment that values innovation and client success.
Why You'll Love Working With Us:
- Industry-leading commission structure with 60% payout
- Exclusive access to institutional investment platforms
- Hybrid work model with modern downtown offices
- CE reimbursement and professional development stipend
- Health/dental/vision benefits and 401(k) matching
Responsibilities
- Develop comprehensive financial plans for clients with $500k+ portfolios
- Present investment strategies using proprietary portfolio analytics tools
- Conduct quarterly portfolio reviews and performance analysis
- Cultivate referral network through local business partnerships
- Maintain FINRA Series 7/66 certifications and continuing education
- Collaborate with tax and estate planning specialists
- Track client satisfaction metrics and retention targets
Qualifications
- 5+ years of financial advisory experience with proven track record
- Active FINRA Series 7 & 66 licenses required
- CFPĀ® or CFA designation preferred
- Strong presentation skills with ability to explain complex concepts
- Experience with CRM platforms (e.g., Salesforce, Redtail)
- History of exceeding sales targets in competitive markets
- Bachelor's degree in Finance, Economics, or related field