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Capstone Partners Financial and Insurance Services · 11 hours ago

Financial Advisor

Newport Beach, CA

Full-time

Onsite

New Grad, Entry Level

$76K/yr - $188K/yr

Capstone Partners Financial and Insurance Services is dedicated to helping individuals and families secure their financial futures. As a Financial Advisor, you will build relationships and provide financial solutions while having the flexibility to design your work and life as you envision.

ConsultingFinancial ServicesInformation Technology

Growth Opportunities

Hiring Manager

Rachyll Tenny

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 managementNetworkingProfessional developmentSelf-motivatedGoal orientedRelationship-building

Required

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

Company

Capstone Partners Financial and Insurance Services

Capstone Partners Financial and Insurance Services is a finacial solutions consultancy based in California.

Founded in 1851

Newport Beach, California, USA

51-200 employees

http://capstonepartnersco.com

Funding

Current Stage

Growth Stage

Leadership Team

Andrew Moore

Managing Partner

Diljeet Singh Masuda, CLTC

Managing Director, Capstone Partners Financial

Company data provided by crunchbase