Job Description
Join Minneapolis's premier wealth management firm as a Financial Advisor and transform lives through strategic financial planning. Capital Wealth Partners offers a collaborative environment where your expertise drives client success and career growth. Enjoy competitive compensation, comprehensive benefits, and ongoing professional development in a city renowned for its financial innovation.
Responsibilities
- Develop personalized financial strategies for high-net-worth individuals and families
- Build and maintain robust client relationships through proactive communication
- Analyze market trends and economic indicators to optimize investment portfolios
- Present complex financial solutions with clarity and persuasive storytelling
- Exceed quarterly revenue targets while maintaining fiduciary compliance
- Leverage proprietary tech tools for client reporting and portfolio management
- Mentor junior advisors to foster team excellence
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- Series 7, 66, and state insurance licenses (or ability to obtain immediately)
- 5+ years of client-facing financial advisory experience
- Proven track record of meeting or exceeding sales targets
- Exceptional presentation skills with C-suite clientele
- Advanced proficiency in financial planning software (e.g., MoneyGuidePro)
- FINRA Series 24 or 26 certification desirable