What are the responsibilities and job description for the Comprehensive Financial Advisor position at Capstone Partners Financial and Insurance Services?
As a Financial Advisor at Capstone Partners Financial, you will be responsible for providing comprehensive financial planning and guidance to small business owners, friends, family, PEOPLE with the support, training and mentorship from our team of Senior Financial Professionals and Internal staff and resources here at Capstone Partners Financial.
If you are looking to align with a reputable local firm that values client interactions, offers supportive resources, and advisor mentorship; please apply if you live in Colorado, Utah, Nevada or 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 6, 7, 63, 65, 66, SIE, L&H
- MUST BE LOCATED IN OR NEAR: CA, UTAH, NEVADA or COLORADO
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 // Brooke@capstone.financial
https://Calendly.com/Rachyll // https://calendly.com/brooke_ianni