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

Capitol Wealth Strategies

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