Job Description
Join Lubbock's premier wealth management firm as a Senior Financial Advisor and transform clients' financial futures. Capital Wealth Partners offers an elite platform for top-tier advisors to build thriving practices with industry-leading resources. Enjoy uncapped earning potential while serving high-net-worth clients in a collaborative, tech-enabled environment.
Why Join Us?
- Industry-leading compensation structure with 70% commission split
- Comprehensive benefits package including 401(k) matching
- Exclusive access to proprietary investment research tools
- Continuous professional development through CFP®/ChFC® sponsorship
- Modern office in Lubbock's financial district
Responsibilities
- Develop and execute comprehensive financial plans for high-net-worth clients
- Manage investment portfolios exceeding $50M in AUM
- Drive client acquisition through strategic networking and referrals
- Ensure compliance with FINRA/SEC regulations
- Mentor junior advisors and build referral networks
- Utilize advanced CRM systems for client relationship management
- Present quarterly portfolio reviews and market analyses
Qualifications
- 5+ years experience in financial advisory or wealth management
- Certified Financial Planner (CFP®) or ChFC designation required
- Proven track record with HNW client acquisition and retention
- FINRA Series 7, 66 (or 63/65) licenses
- Advanced knowledge of estate planning, tax strategies, and investment vehicles
- Exceptional communication and presentation skills
- Bachelor's degree in Finance, Economics, or related field
- Texas State Securities license