Job Description
Join Philadelphia's premier wealth management firm as a Senior Financial Advisor and transform your career in finance. Capital Growth Partners offers a collaborative environment with industry-leading resources, comprehensive training, and a client-first culture. You'll work with high-net-worth individuals and families to build personalized financial strategies while enjoying uncapped earning potential and exceptional benefits.
Why Join Us?
- Industry-leading commission structure with performance bonuses
- Continuing education reimbursement (CFP®/CFA support)
- Comprehensive health, dental, and retirement plans
- Modern downtown Philadelphia office with skyline views
- Flexible hybrid work options after 6 months
Responsibilities
- Develop comprehensive financial plans including investment portfolios, retirement strategies, and estate planning
- Build and maintain relationships with high-net-worth clients through personalized financial consultationsConduct market analysis and research to optimize client portfolios
- Collaborate with internal teams (tax, legal, insurance) for holistic solutions
- Meet/exceed quarterly sales targets and revenue growth metrics
- Stay current on financial regulations (SEC, FINRA) and compliance requirements
- Mentor junior advisors and contribute to team growth initiatives
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA preferred)
- 3+ years of financial advisory experience with proven client acquisition track record
- Active Series 7, 66, and state securities licenses
- CFP® designation or commitment to obtain within 12 months
- Strong analytical skills with ability to interpret complex financial data
- Exceptional communication and presentation skills
- Experience with CRM platforms (e.g., Salesforce, Redtail)
- Philadelphia-based client network preferred