Job Description
Join our award-winning financial advisory team in Toledo, OH and elevate your career with unlimited earning potential. Capital Wealth Partners is seeking a dynamic Senior Financial Advisor to build high-net-worth client portfolios while enjoying industry-leading compensation and comprehensive benefits. Work with cutting-edge technology and a collaborative team dedicated to client excellence. This is your opportunity to thrive in a supportive environment where your expertise is valued and rewarded.
Responsibilities
- Develop personalized financial strategies for high-net-worth clients including investment management, retirement planning, and wealth preservation
- Cultivate and expand client relationships through proactive communication and exceptional service
- Analyze market trends and financial data to optimize client portfolios
- Ensure strict compliance with FINRA regulations and ethical standards
- Mentor junior advisors and contribute to firm-wide growth initiatives
- Utilize CRM systems to track client interactions and business development opportunities
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA or CFP preferred)
- 5+ years of experience in financial services with proven track record in client acquisition
- FINRA Series 7, 66, and state securities licenses
- Demonstrated ability to manage $50M+ client portfolios
- Exceptional communication and presentation skills
- Strong analytical abilities and proficiency in financial planning software