Job Description
Join Capital Legacy Partners, a premier wealth management firm in Richmond's financial district, and transform your career as a Senior Wealth Management Advisor. We're seeking a results-driven professional to build lasting client relationships while delivering exceptional financial planning solutions. Our award-winning team operates with a client-first philosophy, offering uncapped earning potential and comprehensive support systems including advanced CRM tools, dedicated compliance staff, and continuous professional development.
This role combines high-touch client service with sophisticated financial strategy, allowing you to make tangible impacts on clients' financial futures while achieving personal wealth through our industry-leading commission structure.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients including investment strategies, retirement planning, estate solutions, and tax optimization
- Cultivate and expand client portfolio through strategic networking and proactive relationship management
- Conduct thorough financial analysis using proprietary modeling tools to identify growth opportunities
- Collaborate with institutional partners to access exclusive investment vehicles and market insights
- Maintain strict adherence to FINRA regulations and firm compliance protocols
- Mentor junior advisors and contribute to firm-wide innovation initiatives
Qualifications
- 7+ years of experience in financial services with proven track record in wealth management
- CFPĀ®, CFA, or ChFC designation strongly preferred
- Series 7, 66, and state securities licenses in good standing
- Demonstrated ability to manage $50M+ client portfolios
- Exceptional presentation skills with complex financial concepts
- Strong network of Richmond-area business and professional connections
- Bachelor's degree in Finance, Economics, or related field