As a Financial Advisor at Capstone Partners Financial, you will be responsible for providing comprehensive financial planning and guidance to clients with the support, training and mentorship from Senior Financial Professionals and our internal staff and resources here at Capstone Partners.
MUST BE LOCATED IN CALIFORNIA!
Join our team of independent financial professionals dedicated to helping people achieve their financial aspirations. The ideal candidate will deliver personalized financial planning solutions to help clients work toward their short term and long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Your role will involve analyzing financial information, developing personalized strategies, and assisting clients in achieving their financial goals.
Series 7, Series 66, SIE, L&H
- MUST BE LOCATED IN OR NEAR: CA, UTAH, NEVADA or COLORADO (no relocation).
- Competitive Compensation is individualized and based on performance and activity, ownership and experience. We are looking for top successful individuals who want MORE in their career, their impact, and their goals.
Responsibilities
- Provide financial planning support to clients
- Support investment and risk professionals to cultivate client relationships
- Prepare financial plans and deliver
- Build a clientele with our internal resources and support of Sr. Advisors/Marketing/Networking
Qualifications
- Bachelor's degree
- Excellent interpersonal skills
- Life, Accident and Health License
- Series 6, Series 7 and Series 63.65.66 - encouraged/recommended
- Team Oriented, Driven and Self Disciplined
If you are looking for more career that offers independence, autonomy, and financial freedom to yourself and your clients; join our team.
We invite you to apply: RTenny@capstone.financial // JGruber@capstone.financial // Brook@capstone.financial
Calendly.com/Rachyll
(14) Rachyll Tenny | LinkedIn
