About the Role
Capital Wealth is looking for a Relationship Advisor to help deliver a proactive, high-touch experience for our growing base of pre-retiree and retiree clients.
This is not a transactional role. Our Relationship Advisors are genuinely invested in client relationships, retention, and long-term outcomes. You'll partner closely with a Lead Advisor to service an existing book of business, deepen client relationships, and surface meaningful planning opportunities along the way.
The ideal candidate is empathetic, detail-oriented, and proactive, with a real talent for communicating clearly and guiding clients through important financial decisions.
What You'll Do
Client Relationship Management
- Conduct two Strategic Review meetings each year for assigned clients
- Proactively schedule and manage client outreach (ownership is key here)
- Deliver a high-touch experience for Diamond and Platinum tier households, contributing to four total annual touchpoints
- Serve as a primary point of contact for client questions and ongoing service needs
- Keep every interaction relationship-first, not transactional
Opportunity Identification & Growth
- Identify new planning and business opportunities within the existing client base
- Create and manage opportunities in Salesforce
- Collaborate with the Lead Advisor to stay aligned and execute well
- Support efforts to uncover and consolidate outside assets
Case Design & Planning Support
- Help build and prepare case design strategies for client recommendations
- Complete all case design work at least one week before client meetings
- Align recommendations with the firm's 60/40 Target Asset Mix philosophy
- Hold a high standard of accuracy, clarity, and client alignment
Team Collaboration
- Work closely with Lead Advisors to service their client book
- Partner with internal team members to deliver a cohesive client experience
- Take part in training and mentorship opportunities as part of your development as an advisor
What We're Looking For
- Strong interpersonal and communication skills
- A relationship-first mindset with a focus on client retention
- The ability to manage multiple client relationships with organization and consistency
- Experience in financial services, wealth management, or client advisory preferred
- Familiarity with CRM systems (Salesforce preferred)
- A team player who thrives in a collaborative environment
What Sets This Role Apart
- Work with an established client base, not a cold prospecting role
- A clear structure for client engagement and growth
- A defined partnership with a Lead Advisor for mentorship and support
- The chance to make a direct impact on client outcomes and firm growth
Compensation & Benefits
We offer a base salary of $80,000 to $100,000, plus a 10% annual KPI bonus paid out quarterly and commissions on paid business. Our benefits package includes medical, dental, a 401(k) with a limited employer match, an HSA option with select policies, and paid time off.
Our Philosophy
At Capital Wealth, we believe great advice starts with strong relationships. Our approach is built on clarity, consistency, and alignment with each client's long-term goals, all grounded in a disciplined investment philosophy.
Apply Today
- If you love building meaningful client relationships and want to grow inside a structured, team-oriented advisory environment, we'd love to hear from you.