Financial Advisor / Financial Professional
Financial Advisor / Financial Professional
Capitol Wealth Strategies is a locally based, advisor-focused firm and part of the Guardian Network. We work with Financial Advisors who want flexibility, real support, and the ability to shape how they grow their practice and career.
At CWS, you can continue to build and grow your own practice while also having the opportunity to coach, collaborate, and influence the next generation of advisors.
The Role
This is a Financial Advisor opportunity with flexibility in scope. Your primary focus is growing your own practice. For advisors who enjoy mentoring and collaboration, there is also the opportunity to work with newer advisors through joint work, training, and development, without stepping into a traditional management role.
What You’ll Do
- Build and manage long-term client relationships and your own book of business
- Design personalized financial strategies aligned with client goals
- Analyze financial information and recommend appropriate solutions
- Communicate complex concepts in a clear, practical way
- Prospect and manage your practice with a business-owner mindset
- Participate in mentoring, joint work, and advisor development, if desired
What We’re Looking For
- Strong client relationship and sales skills
- Interest in collaboration and professional growth
- For those interested in leadership, a desire to coach and develop others
- Organized, self-directed, and accountable
Licensing
- Life & Health license required
- FINRA SIE, 7, and 66 or willingness to obtain
Why Capitol Wealth Strategies
We are built for advisors who want to do great work and grow with intention.
- Flexibility to design your path forward
- Strong Guardian platform, resources, and support
- Local leadership and a collaborative culture
- Clear processes, real support, and high standards
- Opportunity to grow as an advisor and as a leader
Benefits
- Health, dental, and vision insurance
- 401(k) with company match
- Group life and disability insurance
- Renewals
- Leadership and advancement opportunities
If you are an experienced advisor or interested in financial advisory role who wants a platform that supports both independence and growth, please apply! Email Fatima ai Fatima.naqinia@cwsplanning.com for application.
Industry
- Financial Services
Employment Type
Full-time
Images
Additional Info
Contact Information : Fatima Naqinia
415-294-0020
Fatima.Naqinia@cwsplanning.com
Job Type : Full-Time
Education Level : Bachelors Degree, Masters
Experience Level : Entry Level, Mid to Senior Level
Job Function : Finance
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