Job Description
Join Capital Wealth Partners as a Senior Financial Advisor and transform your passion for finance into a rewarding career in Milwaukee's thriving financial district. We're seeking driven professionals to build client portfolios, deliver personalized wealth strategies, and grow alongside our boutique firm. Enjoy uncapped earning potential, comprehensive training, and a collaborative culture that values innovation and client-centric solutions.
Why Choose Capital Wealth Partners?
- Industry-leading commission structure with performance bonuses
- Access to proprietary research tools and technology platformsContinuing education stipend and CFA/CFP support
- Health, dental, and retirement benefits
- Hybrid work schedule with downtown Milwaukee office
Responsibilities
- Develop comprehensive financial plans including retirement, investment, and tax strategies
- Acquire and nurture high-net-worth client relationships through networking and referrals
- Analyze market trends and economic indicators to optimize portfolio performance
- Present complex financial concepts in accessible client presentations
- Collaborate with internal team members on estate planning and risk management
- Maintain FINRA Series 7 and 66/65/63 licenses
- Utilize CRM systems to track client interactions and business development
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 3+ years of financial advisory or wealth management experience
- Active FINRA Series 7 and 66/65/63 licenses
- CFA or CFP designation preferred
- Proven track record in client acquisition and portfolio growth
- Exceptional communication and presentation skills
- Proficiency in financial planning software (e.g., MoneyGuidePro, eMoney)
- Strong network within Milwaukee's business community