Company Description
Capitol 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 Description
This is a full-time hybrid remote/in-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 Offer
- Advanced tools and technology designed to help you efficiently gather, manage, and service your clients.
- Comprehensive 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 two
- Performance-based incentive trips to exciting destinations for top producers.
Qualifications
- Experience in Finance and Investments
- Strong personal and professional network
- Motivation to build an independently owned client base
- Appropriate licensing, including state life and health; FINRA Series 6, 7, or 66 are preferred
- Strong analytical and problem-solving skills
- Excellent communication and relationship-building abilities
- Ability to work autonomously as well as within a team
- Preferred certifications: ChFC, CFP, CEPA, or CExP
- Bachelor's or Master's degree in Finance, Economics, or related field