Job Description
Join Capital Wealth Partners, a premier wealth management firm in Richmond, VA, as a Senior Financial Advisor. We're seeking a dynamic professional to build and manage high-net-worth portfolios while delivering transformative financial strategies to elite clients. Enjoy uncapped commission potential, comprehensive benefits, and a culture of excellence in Virginia's financial hub.
Responsibilities
- Develop personalized financial plans for HNW clients covering investments, retirement, tax optimization, and estate planning
- Cultivate and expand client relationships through strategic networking and personalized service
- Analyze market trends and portfolio performance to recommend data-driven investment solutions
- Collaborate with internal experts on complex financial structuring and compliance
- Mentor junior advisors while maintaining 95% client satisfaction metrics
- Drive new business acquisition through targeted outreach and industry partnerships
Qualifications
- 7+ years of financial advising experience with proven track record managing $50M+ AUM
- CFP, CFA, or ChFC designation required
- Series 7 and 66/65 licenses (or equivalent)
- Demonstrated ability to close 6+ new high-value clients annually
- Advanced proficiency in portfolio management software (e.g., MoneyGuidePro, eMoney)
- Strong network of Richmond-area business and professional connections
- Exceptional presentation skills for executive-level financial reviews