Capstone Partners Financial and Insurance Services · 1 day ago
Financial Advisor
LA Metro Area
Full-time
Onsite
New Grad, Entry LevelCapstone Partners Financial and Insurance Services is dedicated to providing financial peace of mind to families and communities. As a Financial Services Advisor, you will work with clients to help them achieve long-term financial freedom while building a business with support and resources from the company.
ConsultingFinancial ServicesInformation Technology
No H1B
Hiring Manager
Rachyll Tenny
Responsibilities
Establish networks and cultivate referrals
Develop and maintain long-term relationships with clients; retention is important
Provide financial solutions (Risk and Wealth Management) through fact gathering and needs analyses
Broaden and deepen your skillset through ongoing professional development and joint work, collaboration of teaming environments
Qualification
Required
Legally authorized to work in the US, without sponsorship
College Degree
Certifications or willing to obtain in 3 months; L&H, SIE, S6, S7, S63, S65, S66 - etc. CFP
A strong relationship builder with a focus on putting people first
Ability to obtain appropriate licenses (Life, Health, 7, 66 or combination of)
A connector of people, networking
A dedicated worker: independent, self-motivated and goal oriented
A gritty/hardworking and self-disciplinary
Benefits
Performance based pay
Bonus/Incentives
Monetary incentive match programs
Paid licensing incentive
Recognition conferences
Transitionary packages of internal investments
Company
Capstone Partners Financial and Insurance Services
Capstone Partners Financial and Insurance Services is a finacial solutions consultancy based in California.
Founded in 1851
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