Job Description
Join Lincoln's premier wealth management firm and elevate your financial advisory career to new heights. Capital Wealth Partners offers a rare opportunity to build your client portfolio within our established high-net-worth network while enjoying industry-leading compensation and comprehensive support. We're seeking ambitious advisors who thrive in client-facing environments and possess a passion for transforming financial futures. Enjoy flexible scheduling, cutting-edge tech resources, and a collaborative culture that rewards excellence. Our Lincoln office is centrally located with modern amenities and a team of industry veterans committed to your success.
Responsibilities
- Develop and execute comprehensive financial plans for high-net-worth clients ($500k+ AUM)
- Cultivate and expand client relationships through strategic networking and referrals
- Analyze market trends to deliver personalized investment strategies and portfolio management
- Lead educational workshops on retirement planning, estate solutions, and tax optimization
- Collaborate with internal team of CPAs, attorneys, and insurance specialists
- Maintain compliance with FINRA regulations and firm policies
- Mentor junior advisors to foster team growth and knowledge sharing
Qualifications
- Series 7 and Series 66/63/65 licenses required
- 5+ years of high-net-worth financial advisory experience
- CFP or CFA designation strongly preferred
- Proven track record of building and retaining client relationships
- Exceptional analytical and presentation skills
- Bachelor's degree in Finance, Economics, or related field
- Ability to work independently while thriving in a team environment
- Strong understanding of estate planning and tax strategies