Wealth Financial Advisor

Description

**Capital Partners is seeking Wealth Financial Advisors for a new management office in Cuernavaca** We are currently launching and expanding a new commercial management office in **Cuernavaca, Morelos**, focused on alternative investment solutions for high-net-worth clients. We seek to onboard **financial advisors with experience in the financial sector**, commercial vision, an existing client portfolio, and the ability to build long-term relationships with investors. **Candidate Profile We Seek** Individuals with experience in: * Wealth banking * Investments * Financial insurance * Funds, private instruments, or savings/investment products * High-value client service * Building one’s own client portfolio **Key Responsibilities** * Prospecting and servicing investor clients. * Presenting investment alternatives via **a private promissory note linked to a private equity fund**. * Commercial follow-up and transaction closing. * Building a wealth-oriented client portfolio. * Providing consultative support to clients, focused on wealth growth and diversification. **What We Offer** * **Gross monthly salary starting at $20,000 MXN.** * Integration into a growing new management office. * A competitive financial product within the alternative investment market. * Commercial mentoring and training. * Growth opportunities based on performance. * Participation in a model with strong expansion potential in Morelos. **Key Requirements** * **An active client portfolio or network of contacts.** * Demonstrable experience in the financial sector. * Ability to build trust with high-net-worth clients. * A commercially oriented, professional, and results-driven profile. * Excellent communication and follow-up skills. If you have financial experience, an active portfolio, and seek to join a growth-oriented initiative, this opportunity may be a great match for you. **Apply by sending your CV to:** **pgaytán73@gmail.com** Or send a WhatsApp message to: **777 218 5671** **Capital Partners** Alternative investments \| Wealth development \| Commercial expansion Salary: Starting from $20,000\.00 per month Application question(s): * Do you currently hold an active client portfolio? Experience: * Financial Sector: 2 years (Mandatory) Work location: Remote hybrid in 62000, Cuernavaca Centro, Mor.