Capital Financial Strategies · 1 week ago
Financial Advisor
Jacksonville, FL
Full-time
Onsite
Mid LevelCapital Financial Strategies is an independent firm focused on crafting personalized financial strategies for clients. They are seeking a Financial Advisor to build their business with the support and resources provided by the firm while maintaining their own vision and values.
Asset ManagementFinancial ServicesInsuranceRisk Management
Qualification
Required
FINRA Series 7 registration
FINRA registration(s): Series 66 or 63 and 65
State Life and Health Insurance License
Strong client relationship skills and a passion for helping others
Entrepreneurial mindset with a commitment to ethical practices
Benefits
Low Office Overhead : Access to office space in a professional environment
Local Support: On-site compliance, administrative assistance, and locally made decisions
Competitive Advisor Funding : Transition assistance for both new and experienced advisors
Professional Onboarding : Dedicated onboarding professional for a seamless transition
Advanced Technology : Access to robust platforms and tools to grow your practice
Marketing Support : Cost-sharing programs and reimbursements for cutting-edge tools
Training & Mentorship : Ongoing education, mentoring, and teaming opportunities
Succession Planning : Legacy advisor program with continuity and book transfer options
Collaborative Culture : Strong advisor community, peer networking, and reward trips
Company
Capital Financial Strategies
Capital Financial Strategies is a consulting firm that provides investment, risk management, insurance, and asset management services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
K
Ken Forrester
Founder, CEO, Managing Partner
Company data provided by crunchbase