Job Description
Join our elite wealth management team in Manhattan and transform lives through strategic financial planning. We're seeking a dynamic Senior Financial Advisor to build client portfolios in NYC's high-net-worth market. Work with industry-leading tools while receiving uncapped earning potential and comprehensive support.
Why Capital Wealth Partners?
- Industry-leading training and mentorship program
- Exclusive access to premium investment platforms
- Comprehensive benefits package including 401(k) matching
- Hybrid work model with prestigious Manhattan office
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Build and maintain client relationships through personalized service
- Analyze market trends to optimize investment strategies
- Collaborate with legal/tax professionals for holistic solutions
- Meet/exceed quarterly acquisition and retention targets
- Present complex financial concepts in accessible language
- Stay current on SEC regulations and compliance requirements
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66, and NY State Life Insurance licenses
- 3+ years financial advisory experience in NYC market
- Proven track record with HNW client acquisition
- Strong analytical and presentation skills
- CFP or CFA designation preferred
- Exceptional communication and relationship-building abilities