Job Description
Join our elite financial advisory team in Glendale, AZ and transform your career in wealth management! Capital Wealth Partners is seeking a dynamic Senior Financial Advisor to serve high-net-worth clients in the Phoenix metro area. We offer industry-leading training, uncapped commission potential, and a collaborative culture that rewards innovation. Grow your client portfolio while making tangible impacts on families' financial futures.
Responsibilities
- Develop comprehensive financial plans encompassing investments, retirement, estate planning, and risk management
- Cultivate and maintain relationships with HNW clients through personalized wealth strategies
- Conduct market analysis and portfolio reviews to optimize client asset allocation
- Drive business development through strategic networking and client referrals
- Ensure strict compliance with FINRA regulations and SEC guidelines
- Mentor junior advisors to enhance team performance capabilities
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFA preferred)
- Series 7, 66, and state securities licenses (or ability to obtain immediately)
- 5+ years experience in financial advisory or wealth management
- Proven track record of building and retaining high-value client relationships
- Advanced knowledge of investment vehicles, tax strategies, and estate planning
- Exceptional communication skills with ability to translate complex concepts
- CFP designation or commitment to pursue within 12 months