Job Description
Join our elite team at Capital Wealth Partners, a leading wealth management firm in NYC. We're seeking a dynamic Senior Financial Advisor to build client portfolios while enjoying uncapped earning potential. Our award-winning culture combines cutting-edge fintech tools with personalized client service. Enjoy premium benefits including unlimited PTO, 401k matching, and professional development stipends. Work in our prestigious Midtown Manhattan office with skyline views.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Manage investment portfolios with $10M+ AUM
- Build and maintain client relationships through quarterly reviews
- Partner with internal experts (tax, estate, legal)
- Leverage CRM systems for client acquisition and retention
- Stay current with market trends and regulatory changes
- Mentor junior advisors on best practices
Qualifications
- Series 7, 66, and CFP certifications required
- 5+ years experience in financial advisory
- Proven track record of AUM growth
- Strong presentation and negotiation skills
- Bachelor's degree in Finance or related field
- Experience with portfolio management software
- Excellent credit score and clean FINRA record