Career Opportunities

Capitol Wealth has openings for the following positions in the following areas.

Position - Wealth Advisor
Locations - Nationwide
Status - Full Time
Experience - 3 - 10 Years
Education Level - Bachelor's Degree or Equivalent

The Wealth Advisor will be responsible to build and established client relationships in a prestigious Community Banking environment. These positions will establish new and existing investment clients. The positions will be located in the markets listed below. This represents a great opportunity to be part of a growing investment program!

    Qualifications:
  • Bachelor's degree or equivalent; seasoned investment executive; 3- 10 years of experience
  • Successful investment and insurance experience
  • Strong broad product knowledge and sales skills
  • Ability to relate professionally with clients and colleagues
  • Series 7 and 63 securities licenses required (24, 65 and Life and Health - a plus)
  • Proven performance vs. industry benchmarks
  • Advisory track record (CFP - a plus)
  • Understanding of banking
  • Leverages operations and technology
  • No compliance issues (Clean U-4)
  • Excellent oral/written communication skills
    Major Responsibilities:
  • Senior leader of a full service banking team
  • Attracting, expanding and retaining client relationships
  • Determining and recommending appropriate investment strategies based on client need profiles.
  • Selling and explaining investment products to new and existing client base.
  • Handling client transactions, inquiries and account files.
  • Referring clients to other business partners and services within the bank.

Company offers competitive compensation plan and a comprehensive benefits package.

City State  
Scottsdale Arizona Full-time
Phoenix Arizona Full-time
Goodyear Arizona Full-time
Yuma Arizona Full-time
Santa Barbara California Full-time
San Diego California Full-time
San Francisco California Full-time
Palm Desert California Full-time
Yuba City California Full-time
Fort Collins Colorado Full-time
Loveland Colorado Full-time
Westminster Colorado Full-time
Valdosta Georgia Full-time
Jeffersonville Georgia Full-time
Auburn Hills Michigan Full-time
Clinton Township Michigan Full-time
Detroit Michigan Full-time
Farmington Hills Michigan Full-time
Macomb Michigan Full-time
Blue Springs Missouri Full-time
Las Vegas Nevada Full-time
Salisbury North Carolina Full-time
Reidsville North Carolina Full-time
Asheville North Carolina Full-time
Albuquerque New Mexico Full-time
Geneva New York Full-time
Lincoln Nebraska Full-time
Beachwood Ohio Full-time
Maumee Ohio Full-time
Columbus Ohio Full-time
Norman Oklahoma Full-time
Bend Oregon Full-time
Pittsburgh Pennsylvania Full-time
Sugarland Texas Full-time
Irving Texas Full-time
Bellevue Washington Full-time
Everett Washington Full-time
Issaquah Washington Full-time
Tacoma Washington Full-time

 

For more information about these opportunities, please contact Kristen Basler at (704) 599-1055

Please click on the link below for more information on these and other jobs through Capitol Bancorp Limited or to fill out an online application for a specific posting:

Capitol's Job Listing site