Financial Advisor jobs in United States
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Capstone Partners Financial and Insurance Services · 3 weeks ago

Financial Advisor

positionLA Metro Area
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$84K/yr - $242K/yr
date2+ years exp

Capstone Partners Financial and Insurance Services is seeking a Financial Advisor to help clients achieve their long-term financial goals. The ideal candidate will provide personalized financial planning solutions and ensure the accuracy of financial plans.

ConsultingFinancial ServicesInformation Technology
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Growth Opportunities
Hiring Manager
Rachyll Tenny
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Responsibilities

Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy

Qualification

Finance degreeInvestment knowledgePortfolio managementInterpersonal skillsCommunication skills

Required

Bachelor's degree in Finance or related field
2+ years' of industry experience
Strong understanding of the investment business and portfolio
Excellent interpersonal skills and communications

Company

Capstone Partners Financial and Insurance Services

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Capstone Partners Financial and Insurance Services is a finacial solutions consultancy based in California.
dateFounded in 1851
location
Newport Beach, California, USA
people-size51-200 employees
web-link
http://capstonepartnersco.com

Funding

Current Stage
Growth Stage

Leadership Team

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Andrew Moore
Managing Partner
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Diljeet Singh Masuda, CLTC
Managing Director, Capstone Partners Financial
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Company data provided by crunchbase