Job Description
Join Denver's premier wealth management firm as a Financial Advisor and transform lives through strategic financial planning. Capital Growth Partners is seeking a dynamic professional to build client relationships, deliver personalized investment strategies, and drive portfolio growth in Colorado's thriving financial sector. Enjoy uncapped earning potential, comprehensive training, and a collaborative culture focused on client success.
Responsibilities
- Develop comprehensive financial plans addressing retirement, investments, tax optimization, and risk management
- Cultivate and expand high-net-worth client portfolio through personalized consultations
- Monitor market trends and adjust investment strategies to align with client goals
- Ensure strict adherence to FINRA regulations and compliance standards
- Leverage CRM systems to track client interactions and pipeline progress
- Collaborate with internal teams to deliver integrated financial solutions
Qualifications
- Bachelor's degree in Finance, Economics, or related field required
- Active Series 7, 66/65, and state insurance licenses
- Minimum 5 years experience in financial planning/advisory
- Proven track record of client acquisition and portfolio growth
- Strong analytical skills with CFP or CFA designation preferred
- Exceptional communication and presentation abilities
- Experience with financial planning software (e.g., MoneyGuidePro)