Financial Advisor jobs in United States
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Capstone Financial, LLC · 2 days ago

Financial Advisor

positionChesterfield, MO
timeFull-time
remoteHybrid
seniorityEntry, Mid Level

Capstone Financial, LLC is committed to empowering individuals on their financial journey through a holistic approach. As a Financial Advisor, you will work directly with clients to help them secure their financial future by providing tailored financial solutions and building lasting relationships.

Asset ManagementFinanceFinancial ServicesInsuranceLife InsuranceRisk ManagementWealth Management

Responsibilities

Establish networks and cultivate referrals
Develop and maintain long-term relationships with clients
Provide financial solutions through fact gathering and needs analyses
Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates

Qualification

Financial solutionsClient relationship managementNetworkingNeeds analysisSelf-motivatedGoal orientedRelationship-building

Required

Establish networks and cultivate referrals
Develop and maintain long-term relationships with clients
Provide financial solutions through fact gathering and needs analyses
Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates
A strong relationship-builder who takes a client-first approach
A connector with people, a connector of people
A dedicated worker: independent, self-motivated and goal oriented

Benefits

Follow a well-defined career path that integrates education with mentorship and teaming opportunities
Benefit from a culture of innovation that embraces growth and the changes that come with it
Enjoy transparency, honesty, and clarity as the fundamental ingredients of partnership
Have a voice – your contributions and input matter
Experience the power of flexibility – and the freedom to design your work and your life the way you envision

Company

Capstone Financial, LLC

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By providing objective advice and creating comprehensive plans, Capstone Financial is a premier, single-source wealth management firm in Atlanta.
dateFounded in 1886
location
Atlanta, Georgia, USA
people-size51-200 employees
web-link
https://capstonefinancialga.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Jason Huggins, CLF®
Chief Executive Officer
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Michael Dugas
Assistant to the Chief Compliance Officer
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Company data provided by crunchbase