Capstone Partners Financial and Insurance Services · 8 hours ago
Financial Advisor
LV Metro Area
Full-time
Hybrid
Mid Level
$75K/yr - $252K/yr
3+ years expCapstone Partners Financial and Insurance Services is looking for a Financial Advisor who is driven to deliver personalized wealth management solutions. The ideal candidate will cultivate client relationships and prepare financial plans while getting licensed in financial services within a specified timeframe.
ConsultingFinancial ServicesInformation Technology
Hiring Manager
Rachyll Tenny
Responsibilities
Provide financial planning support to individuals, small business owners, friends, family; people
Cultivate client relationships, proactive and growth mode
Prepare financial plans, risk management collaboration with wealth management portfolio construction
Getting properly licensed with L&H, SIE, S66 and S7 within 3-6 months
Attending Mentorship, Training and Joint work with Senior Ambassadors and Advisors to further your understanding and knowledge of products and construction of portfolios
Qualification
Required
Bachelor's degree
3+ years of financial or customer outbound sales industry experience
Strong understanding of how to connect with people
Excellent interpersonal skills and results oriented
Company
Capstone Partners Financial and Insurance Services
Capstone Partners Financial and Insurance Services is a finacial solutions consultancy based in California.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Andrew Moore
Managing Partner
Diljeet Singh Masuda, CLTC
Managing Director, Capstone Partners Financial
Company data provided by crunchbase