Job Description
Join Capital Growth Financial Partners as a Senior Financial Advisor and transform lives through strategic wealth management. We're seeking a dynamic professional to build client relationships in Greensboro's thriving financial district. Enjoy uncapped earning potential, comprehensive training, and cutting-edge technology to serve high-net-worth individuals and business owners.
Our award-winning team combines personalized financial planning with innovative investment strategies. With 15+ years of industry leadership, we offer career advancement pathways, competitive benefits, and a culture of continuous growth. Make your mark in Greensboro's vibrant economy while securing your own financial future.
Responsibilities
- Develop comprehensive financial plans for 50+ high-value clients
- Execute investment strategies across equities, bonds, and alternative assets
- Lead retirement planning and estate optimization initiatives
- Drive business development through networking and referral programs
- Utilize CRM systems for client relationship management
- Collaborate with tax and legal professionals for integrated solutions
- Maintain FINRA Series 7/66 certifications
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 3+ years of financial planning/advisory experience
- FINRA Series 7 & 66 licenses (or ability to obtain within 90 days)
- Proven track record in client acquisition and retention
- Advanced knowledge of retirement planning and portfolio management
- Exceptional communication and presentation skills
- CFP designation preferred
- Proficiency in financial planning software (e.g., MoneyGuidePro)