Job Description
Join Capital Wealth Partners, a premier financial advisory firm serving high-net-worth clients in Washington, DC's competitive market. We're seeking a dynamic Senior Wealth Management Advisor to build and manage client portfolios while driving exceptional financial outcomes. This role offers uncapped earning potential, comprehensive benefits, and access to exclusive industry networks.
Our advisors leverage cutting-edge technology and proprietary investment strategies to deliver personalized wealth solutions. You'll work directly with affluent individuals, families, and business owners to achieve ambitious financial goals through tax-efficient planning, legacy preservation, and multi-generational wealth transfer.
Responsibilities
- Develop comprehensive financial plans for clients with $1M+ portfolios
- Cultivate and maintain high-value client relationships through quarterly reviews
- Execute complex investment strategies across equities, fixed income, and alternative assets
- Collaborate with tax and legal specialists for integrated wealth solutions
- Drive new business acquisition through targeted networking and referrals
- Maintain compliance with FINRA regulations and SEC guidelines
- Mentor junior advisors while achieving quarterly revenue targets
Qualifications
- CFP, CFA, or ChFC designation required
- 7+ years of experience in wealth management with $500M AUM
- Proven track record in client acquisition and retention
- Series 7, 66, and DC state securities licenses
- Exceptional presentation and negotiation skills
- Bachelor's degree in Finance, Economics, or related field
- Experience with financial planning software (e.g., MoneyGuidePro)