Job Description
Join Capital Wealth Partners, Fresno's premier wealth management firm, and transform your financial advisory career! We're seeking a driven Senior Financial Advisor to build lasting client relationships while delivering exceptional investment strategies. Enjoy uncapped commission potential, comprehensive benefits package, and continuous professional development in our collaborative, high-performance environment.
What We Offer:
- Industry-leading commission structure with 70% payout
- Full suite of health/dental/vision insurance
- 401(k) with 6% employer match
- Annual performance bonuses
- Flexible work arrangements
- Continuing education stipend
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Manage investment portfolios across equities, bonds, and alternative assets
- Drive new client acquisition through networking and referral programs
- Conduct quarterly portfolio reviews and tax-loss harvesting strategies
- Collaborate with legal/CPA teams for comprehensive estate planning
- Maintain FINRA Series 7/66/63 licenses
- Utilize CRM systems for client relationship management
- Participate in monthly team strategy sessions
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 5+ years of financial advisory experience with $10M+ AUM
- Active FINRA Series 7, 66, and 63 licenses
- Certified Financial Planner (CFP) designation preferred
- Proven track record in client acquisition and retention
- Strong analytical skills with portfolio management expertise
- Excellent presentation and negotiation abilities
- CA resident with valid SIC license