Managing Associate / Financial Advisor

Capitol Wealth Strategies is a locally based, advisor-focused firm and part of the Guardian Network. We work with Financial Advisors who want flexibility, real support, and the ability to shape how they grow their practice and career.

At CWS, you can continue to build and grow your own practice while also having the opportunity to coach, collaborate, and influence the next generation of advisors.

The Role

This is a Financial Advisor or Managing Associate opportunity with flexibility in scope. Your primary focus is growing your own practice. For advisors who enjoy mentoring and collaboration, there is also the opportunity to work with newer advisors through joint work, training, and development, without stepping into a traditional management role.

What You’ll Do

• Build and manage long-term client relationships and your own book of business
• Design personalized financial strategies aligned with client goals
• Analyze financial information and recommend appropriate solutions
• Communicate complex concepts in a clear, practical way
• Prospect and manage your practice with a business-owner mindset
• Participate in mentoring, joint work, and advisor development, if desired

What We’re Looking For

• Strong client relationship and sales skills
• Interest in collaboration and professional growth
• For those interested in leadership, a desire to coach and develop others
• Organized, self-directed, and accountable

Licensing

• Life & Health license required
• FINRA SIE, 7, and 66 or willingness to obtain

Why Capitol Wealth Strategies

We are built for advisors who want to do great work and grow with intention.

• Flexibility to design your path forward
• Strong Guardian platform, resources, and support
• Local leadership and a collaborative culture
• Clear processes, real support, and high standards
• Opportunity to grow as an advisor and as a leader

Benefits

• Health, dental, and vision insurance
• 401(k) with company match
• Group life and disability insurance
• Renewals
• Leadership and advancement opportunities

If you are an experienced advisor who wants a platform that supports both independence and growth, please apply!