Job Description
Join Capital Growth Partners, a premier wealth management firm, as a Senior Financial Advisor in our Dallas hub. We're seeking a dynamic professional to build client portfolios while embracing our remote-friendly culture. Enjoy hybrid work arrangements, comprehensive benefits, and uncapped earning potential in one of America's fastest-growing financial markets.
Why You'll Love Working With Us:
- Industry-leading training and CFA/CFP certification support
- Exclusive access to institutional investment platforms
- Collaborative team environment with quarterly offsites
- Health, dental, vision, and 401(k) with 6% match
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Manage investment portfolios across equities, bonds, and alternatives
- Drive new client acquisition through networking and referrals
- Conduct quarterly portfolio reviews and strategy adjustments
- Comply with FINRA regulations and SEC guidelines
- Mentor junior advisors on client relationship management
- Utilize CRM software to track client interactions and opportunities
Qualifications
- 5+ years of financial advisory experience with FINRA Series 7/66 licenses
- CFA or CFP designation strongly preferred
- Proven track record of building client portfolios >$5M AUM
- Exceptional communication and presentation skills
- Experience with portfolio management software (e.g., Orion, Envestnet)
- Texas SFC license (or ability to obtain immediately)
- Bachelor's degree in Finance, Economics, or related field