Job Description
Join our elite wealth management team in the heart of Manhattan as a Senior Financial Advisor. Capital Wealth Partners offers an unparalleled platform for financial professionals to build their client base while providing comprehensive wealth solutions to high-net-worth individuals. Enjoy competitive compensation, state-of-the-art resources, and a collaborative culture focused on client success and professional growth.
Responsibilities
- Develop and execute comprehensive financial plans for clients with $500k+ in investable assets
- Cultivate and expand client relationships through personalized wealth management strategies
- Analyze market trends and recommend investment portfolios aligned with client goals
- Coordinate with tax and legal professionals to optimize client outcomes
- Maintain FINRA Series 7/66/63 licenses and ongoing CE requirements
- Utilize CRM systems to track client interactions and portfolio performance
Qualifications
- 5+ years of financial advisory experience with proven track record
- FINRA Series 7/66/63 licenses (or ability to obtain immediately)
- CFPĀ® or CFA designation preferred
- Strong network of high-net-worth individuals in NYC metro area
- Exceptional communication and presentation skills
- Bachelor's degree in Finance, Economics, or related field
- Demonstrated ability to manage complex investment portfolios