Job Description
Join Boston's premier wealth management team immediately! We're seeking a driven Financial Advisor to serve high-net-worth clients in the Greater Boston area. Capital Wealth Advisors offers a competitive compensation structure, comprehensive training, and a collaborative environment where your expertise directly impacts client success. This urgent opening requires immediate availability to onboard and start building your client portfolio.
Why Join Us?
- Industry-leading commission structure with uncapped earning potential
- Full licensing support (Series 7/66 sponsorship)
- Advanced CRM and portfolio management tools
- Exclusive access to institutional investment platforms
- Comprehensive benefits package (401k, health insurance, PTO)
Responsibilities
- Develop personalized financial plans for 50+ high-net-worth clients
- Execute investment strategies across equities, bonds, and alternative assets
- Drive new client acquisition through targeted networking and referrals
- Maintain FINRA compliance documentation and regulatory filings
- Utilize advanced portfolio analytics for quarterly performance reviews
- Collaborate with tax and estate planning specialists
- Present quarterly portfolio reports with actionable insights
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 3+ years of financial advisory experience with proven track record
- Active Series 7 & 66 licenses (or ability to obtain immediately)
- Strong network of affluent professionals in Boston metro area
- Expertise in portfolio construction using modern portfolio theory
- Proficiency in CRM platforms (e.g., Salesforce, Redtail)
- CFP or CFA designation preferred
- Exceptional presentation and client relationship skills