Job Description
Join our elite team of financial advisors at Capital Wealth Partners and transform lives through strategic wealth management. We're seeking a dynamic professional to build lasting client relationships in New York's thriving financial district. Enjoy uncapped earning potential, comprehensive training, and access to institutional-grade investment platforms.
Responsibilities
- Develop personalized financial plans encompassing investments, retirement, tax optimization, and estate planning
- Cultivate high-net-worth client portfolios with minimum $500K assets under management
- Conduct market analysis and portfolio rebalancing based on economic indicators
- Partner with legal/tax professionals for integrated wealth solutions
- Mentor junior advisors and contribute to firm-wide growth initiatives
Qualifications
- Series 65 and/or CFP certification required
- 5+ years experience in high-net-worth financial planning
- Proven track record of client acquisition and retention
- Advanced proficiency in portfolio management software (e.g., Orion, Envestnet)
- Exceptional communication and presentation skills