Job Description
Join our elite team at Capital Wealth Management, a leading financial advisory firm serving Virginia's high-net-worth clients. We're urgently seeking a dynamic Senior Financial Advisor to drive our Richmond practice forward. Enjoy uncapped earning potential, comprehensive training, and a supportive culture that values your growth. This is your opportunity to build a prestigious career while transforming clients' financial futures.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients covering investments, retirement, estate planning, and risk management
- Build and maintain a robust client portfolio through strategic networking and referral generation
- Conduct in-depth market analysis to optimize investment strategies aligned with client goals
- Present complex financial solutions through clear, compelling client presentations
- Collaborate with internal teams to deliver seamless tax-efficient planning services
- Maintain FINRA Series 7, 66, and state insurance licenses
Qualifications
- Minimum 5 years of financial advisory experience with proven track record
- Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) designation
- Strong network of affluent clients and professional referral sources in Richmond area
- Exceptional communication skills with ability to simplify complex financial concepts
- Series 7 & 66 licenses (or ability to obtain immediately)
- Undergraduate degree in Finance, Business, or related field