Please scroll down, To apply

Financial Advisor

hiring now

Capital Wealth Advisors

2021-12-03 08:51:11

Job location Lakeland, Florida, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Looking for experienced advisors and teams in a direct, client-facing advisory role to join Capital Wealth Advisors, one of the fastest-growing RIAs in the Southeast U.S. Let us share our story of growth, culture and how we can enhance your practice.

We started our RIA business in 2014 with approximately $50 Million in AUM. Today, we have grown to approximately $1.66 Billion in AUM (as of 12/31/2020).

Our value as a team lies in our ability to work together with our advisors to help them build their practice and capture opportunities based in advanced estate planning, financial planning, and risk management.

We provide in-house research for both equities and fixed income with our team of experienced institutional-level research and investment officers. The personal touch we provide every client, customizing their investment approach, and providing the ability to interact with those teammates actually driving research and investment decisions, enhances client acquisition and retention. We feel this is a key element in the AUM growth of our advisors' experience.

We believe it is our duty to provide both content and opportunities to our teammates from a firm-level with no additional expense to the individual advisor.

  • Geographic & demographically market-specific content are provided by the firm to our advisors for both digital and live delivery to prospects.
  • Online articles are published monthly by the firm - written by our CEO, Chief Investment Officer, and Director of Research.
  • Online bi-monthly Market Happy Hours delivered by our CEO and investment team help you drive information to both clients and prospects. These online Happy Hours discuss relevant and current market topics on the minds of our clients and prospects and provide the opportunity for live questions.

If you are looking for a firm that believes working together is better than working in a competitive silo, that all teammates deserve customized career development, and that healthy growth benefits all, then let's talk.


Learn more:


Privacy Policy:

Inform a friend!

Top