About Corporate Capital of America:

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.

Position Summary:

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.

Key Responsibilities:

• 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.

Qualifications:

• 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 amp; 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.