Job Description
Join our elite wealth management team in Stockton and transform your financial expertise into exceptional client success. At Capital Growth Financial Partners, we empower advisors with cutting-edge technology, extensive training, and a client-first culture. Enjoy uncapped earning potential while serving high-net-worth individuals and families across California's Central Valley.
We offer a comprehensive benefits package including health insurance, 401(k) matching, and professional development stipends. Our modern downtown office features collaborative workspaces and premium client meeting facilities.
Responsibilities
- Develop and execute personalized financial plans for clients with $500K+ investment portfolios
- Drive revenue through strategic client acquisition and retention initiatives
- Conduct comprehensive portfolio analysis and rebalancing quarterly
- Deliver quarterly financial reviews with actionable growth recommendations
- Collaborate with legal and tax professionals to optimize client outcomes
- Maintain FINRA Series 7/66 certifications and stay current on market trends
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 5+ years of experience in financial services with proven track record
- FINRA Series 7 and 66 licenses (or ability to obtain within 90 days)
- Certified Financial Planner (CFP) designation preferred
- Demonstrated success in building and maintaining high-net-worth client relationships
- Advanced proficiency in financial planning software (e.g., MoneyGuidePro)