Job Description
Join Dallas' premier wealth management firm and transform your financial expertise into life-changing client success. Capital Wealth Management Group seeks a driven Financial Advisor to build personalized financial strategies for high-net-worth individuals in our dynamic Texas market. Enjoy uncapped earning potential, comprehensive training, and a collaborative culture where your growth fuels our clients' prosperity.
Our advisors benefit from industry-leading technology, dedicated marketing support, and a referral network built over 15 years. If you're ready to elevate your career while making tangible impact, this is your opportunity to thrive in one of America's fastest-growing financial hubs.
Responsibilities
- Develop comprehensive financial plans including investment strategies, retirement planning, and risk management
- Cultivate and expand client relationships through personalized consultations and proactive portfolio reviews
- Analyze market trends and economic indicators to optimize client investment portfolios
- Collaborate with internal specialists on tax planning, estate solutions, and insurance products
- Maintain FINRA Series 7 and 66/65/63 licenses with ongoing compliance training
- Utilize CRM systems to track client interactions and pipeline management
- Participate in community outreach to build referral networks
Qualifications
- Minimum 3 years of financial advisory experience with proven client acquisition track record
- Active FINRA Series 7 and 66/65/63 licenses
- Bachelor's degree in Finance, Economics, or related field (CFP/CFA preferred)
- Strong analytical skills with ability to translate complex financial concepts
- Exceptional communication and relationship-building abilities
- Texas state insurance license (Life & Health)
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Unwavering commitment to fiduciary standards and client-first ethics