Job Description
Join our elite team of wealth advisors at Capital Wealth Management Group in Saint Paul, MN. We're seeking a dynamic Financial Advisor to build high-net-worth client relationships in a commission-driven environment with uncapped earning potential. Benefit from our established client base, advanced CRM tools, and comprehensive training program.
Why Join Us?
- Top-tier compensation structure with 80% commission retention
- Access to institutional investment platforms
- Referral network of affluent professionals
- CE reimbursement and leadership development
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients ($500k+ AUM)
- Manage investment portfolios across equities, bonds, and alternative assets
- Drive new client acquisition through networking and referrals
- Conduct quarterly portfolio reviews and performance analysis
- Coordinate with tax and legal professionals for holistic planning
- Maintain FINRA Series 7/66 certifications
Qualifications
- 5+ years of financial advisory experience
- FINRA Series 7 & 66 licenses required
- CFP or CFA designation preferred
- Proven track record with HNW clientele
- Strong presentation and negotiation skills
- Bachelor's degree in Finance/Business
- Experience with CRM platforms (Salesforce preferred)