Managing Associate / Financial Advisor jobs in United States
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Capitol Wealth Strategies · 4 months ago

Managing Associate / Financial Advisor

positionAustin, Texas Metropolitan Area
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date3+ years exp

Capitol Wealth Strategies is a locally rooted, advisor-focused firm seeking an experienced Financial Advisor to step into a leadership role as a Managing Associate. In this position, you will grow your own practice while mentoring and developing a team of Financial Representatives, providing training and support to enhance their success.

FinanceFinancial ServicesInsurance
Hiring Manager
Scot Davis II
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Responsibilities

Grow your practice as a Financial Advisor while guiding others in building theirs
Coach and mentor Financial Representatives through one-on-one development and joint work
Lead training sessions on prospecting, financial strategies, product solutions, and systems
Help recruit new advisors aligned with our firm’s culture and target markets
Collaborate with leadership to shape strategy, identify market opportunities, and improve team performance

Qualification

Financial Advisor experienceLife & Health LicenseFINRA SIESales skillsClient service skillsCoaching skillsCommunication skillsInterpersonal skillsOrganizational skills

Required

Proven experience as a Financial Advisor (3+ years) with strong sales and client service skills
A desire to lead, mentor, and grow others while continuing to grow personally
Strong communication and interpersonal skills with the ability to motivate others
Ability to tailor coaching to each individual's strengths, challenges, and learning style
Self-starter with strong organizational habits and a bias toward action
Familiarity with our core products (life, disability, investments) and planning tools
Life & Health License (required)

Preferred

FINRA SIE, 7, and 66 or willingness to obtain
College degree or equivalent experience

Benefits

Health, dental, and vision insurance
401(k) with company match
Group Life and disability insurance
Renewals
Opportunities for advancement and leadership development

Company

Capitol Wealth Strategies

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Capitol Wealth Strategies is a financial planning firm that seeks to place you on the road to secure economic growth and financial harmony.
dateFounded in 2009
location
Austin, Texas, USA
people-size11-50 employees
web-link
https://www.capitolwealthstrategies.com/

Funding

Current Stage
Early Stage
Company data provided by crunchbase