Capstone Partners is looking for an experienced Independent Financial Advisor, who is comprehensive in nature (S7, SIE, L&H), to add to our growing firm.
The ideal candidate will be entrepreneurial in spirit, team oriented, and self-disciplined in clientele acquisition. Capstone Partners Financial firm strives to deliver personalized investment solutions to help clients work toward their long-term financial goals, with risk and wealth management protection. We strive to help you build a successful financial practice by creating financial plans that are more strategic relationship centered vs product placement transaction.
Life is about connecting people to their purpose, reach out: Calendly.com/Rachyll OR RTenny@capstone.financial
Responsibilities
- Provide financial planning to building a clientele of book of business.
- Provide options in risk and investment portfolios to cultivate client relationships, long term.
- Prepare and Present financial plans
- Support and aid in collaboration and joint work with Sr. Advisors and New Advisors within the firm.
Qualifications
- Bachelor's degree or higher
- 5+ years of industry experience, sales - customer relations.
- Strong understanding of the investment business with comprehensive planning
- Excellent interpersonal skills
- Entrepreneurial spirit with a drive for results - self accountability.
