Job Description
Join our award-winning wealth management team in Minneapolis and transform lives through financial expertise. Capital Wealth Partners offers an elite platform for ambitious financial advisors to build their practice with institutional support, cutting-edge technology, and a client-first culture.
We're seeking dynamic professionals who excel in relationship-building and strategic financial planning. Our comprehensive training program, competitive compensation structure, and collaborative environment provide the perfect foundation for career growth. Enjoy Minneapolis' vibrant business scene while making a tangible impact on clients' financial futures.
Responsibilities
- Develop personalized financial strategies for high-net-worth clients
- Manage investment portfolios exceeding $50M in assets under management
- Conduct comprehensive financial planning including retirement, estate, and tax optimization
- Build and maintain client relationships through proactive communication
- Collaborate with internal teams to deliver integrated wealth solutions
- Stay current on market trends and regulatory changes
- Mentor junior advisors on best practices and client engagement
Qualifications
- Series 7 and Series 66/63 licenses (or ability to obtain within 90 days)
- CFP or CFA designation preferred
- 5+ years of financial advising experience with AUM focus
- Proven track record in client acquisition and retention
- Strong analytical skills and financial modeling expertise
- Excellent presentation and communication abilities
- Bachelor's degree in Finance, Economics, or related field
- Ability to thrive in a commission-based compensation environment