Corporate Capital of America is a premier financial services firm specializing in empowering businesses and high-net-worth individuals through strategic financial planning, investment solutions, and capital structuring. Our mission is to deliver personalized, forward-thinking financial guidance that drives long-term success.
We are seeking a results-driven and client-focused Financial Advisor to join our dynamic team. The ideal candidate will have a strong background in financial planning and investment strategy, with the ability to build lasting relationships and offer customized solutions that align with our clients’ financial goals.
Provide comprehensive financial advice to clients, including retirement planning, investment strategies, risk management, and wealth preservation.
Develop customized financial plans based on clients’ goals, current financial situations, and risk tolerance.
Maintain and grow a portfolio of individual and corporate clients through proactive outreach and networking.
Monitor clients’ financial situations and recommend adjustments as needed to ensure continued progress toward goals.
Stay current on financial markets, investment products, regulatory changes, and economic trends.
Collaborate with internal teams, including legal, tax, and investment specialists, to deliver holistic financial solutions.
Uphold the highest standard of ethical conduct and ensure compliance with all regulatory requirements.
Bachelor's degree in Finance, Economics, Business, or related field (MBA or CFP® a plus).
3+ years of experience in financial advising, wealth management, or related field.
FINRA Series 7 and 66 (or 63 & 65) licenses required.
Strong analytical, organizational, and communication skills.
Proven track record of meeting or exceeding client expectations and sales goals.
Self-motivated with a high degree of integrity and professionalism.