Job Description
Join Capital Wealth Partners as a Senior Financial Advisor and transform your career in one of America's most dynamic financial hubs. We're seeking elite professionals to build high-net-worth portfolios for DC's top-tier clientele. Enjoy uncapped commission potential, comprehensive benefits, and access to our proprietary investment platform. Work in our prestigious K Street headquarters while shaping the future of wealth management.
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals ($5M+ AUM)
- Execute investment strategies across equities, bonds, and alternative assets
- Cultivate relationships with DC's corporate executives and entrepreneurs
- Ensure strict compliance with SEC/FINRA regulations
- Mentor junior advisors and contribute to firm growth initiatives
- Leverage AI-driven analytics for portfolio optimization
Qualifications
- 7+ years of financial advisory experience with HNW clientele
- CFP, CFA, or ChFC designation required
- Proven track record exceeding $3M AUM growth annually
- Deep knowledge of DC's economic landscape and tax regulations
- Exceptional presentation skills for executive-level clients
- Series 7, 66, and state securities licenses