Capitol Wealth Strategies | Financial Advisor / ...

Company DescriptionCapitol Wealth Strategies, based in Austin, TX, is committed to providing innovative financial strategies that empower clients to take control of their financial future and navigate a clear path to long-term wealth and security. As a proud Agency of The Guardian Life Insurance Company of America®, we offer a comprehensive suite of financial products and solutions, including life insurance, retirement planning, wealth management, and financial growth strategies. We also offer flexibility, including remote work options, to accommodate our team's diverse needs.Role DescriptionThis is a full-time hybrid remotein-office role for a Financial Advisor at Capitol Wealth Strategies. The Financial Advisor will be responsible for growing a client base through financial planning, retirement planning, business strategies, asset protection, and providing investment advice.What We OfferAdvanced tools and technology designed to help you efficiently gather, manage, and service your prehensive training and development programs"”available locally, virtually, and nationally"”to meet your educational and professional needs.Marketing tools and resources to help you expand your practice and communicate effectively with both existing and prospective clients.Opportunities for mentorship and collaborative work.Exceptional service and support to help you succeed.A competitive benefits package that includes a Defined Benefit Plan, 401(k) with matching and Roth options, as well as health and dental insurance, among other perks.Leadership and career development opportunities, including tuition reimbursement and ongoing education.The Guardian Financial Representative (FR) contract provides a draw and commissions with renewal commissions beginning in year twoPerformance-based incentive trips to exciting destinations for top producers.QualificationsExperience in Finance and InvestmentsStrong personal and professional networkMotivation to build an independently owned client baseAppropriate licensing, including state life and health; FINRA Series 6, 7, or 66 are preferredStrong analytical and problem-solving skillsExcellent communication and relationship-building abilitiesAbility to work autonomously as well as within a teamPreferred certifications: ChFC, CFP, CEPA, or CExPBachelor's or Master's degree in Finance, Economics, or related field

Created: 2025-01-11