Capital Wealth Planning, LLC · 1 day ago
Northeast External Wholesaler
United States
Full-time
Remote
Mid LevelCapital Wealth Planning, LLC (CWP) is a fiduciary, SEC Registered Investment Adviser offering fee-based services specializing in tactical SMA-covered call strategies. They are seeking a Northeast External Wholesaler to develop and manage relationships with financial advisors and institutional clients across several states while promoting investment strategies and providing ongoing client service.
FinanceFinancial ServicesWealth Management
Hiring Manager
Kesia Sondrini
Responsibilities
Develop and manage relationships with financial advisors and institutional clients in the Northeast territory
Actively promote CWP's investment strategies
Conduct sales meetings and provide ongoing service to existing clients
Prepare and deliver presentations
Assist with business planning
Stay informed about the latest industry trends and market conditions
Qualification
Required
Skills in Business Planning and Finance
Experience in Wholesale and Investments
Strong Sales abilities
Excellent communication and presentation skills
Ability to work independently and remotely
Bachelor's degree in Finance, Business, or a related field
Preferred
Relevant certifications (e.g., Series 7, Series 63) are a plus
Company
Capital Wealth Planning, LLC
Capital Wealth Planning, LLC (CWP) is a fee-based, fiduciary, SEC Registered Investment Adviser.
Founded in 2005
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Kevin Simpson
Founder and Chief Investment Officer at Capital Wealth Planning, LLC
Louis Albenga, IACCP®
Chief Compliance Officer
Recent News
2025-11-03
Morningstar.com
2025-09-27
2025-09-26
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