Capstone Partners Financial and Insurance Services · 1 day ago
Financial Advisor - Wealth Management
Newport Beach, CA
Full-time
Hybrid
New Grad, Entry Level
$65K/yr - $167K/yrCapstone Partners Financial and Insurance Services is dedicated to serving the needs of individuals, families, and businesses. They are seeking a Financial Advisor to build a financial practice, providing tailored financial planning and investment solutions while fostering long-term client relationships.
ConsultingFinancial ServicesInformation Technology
Hiring Manager
Rachyll Tenny
Responsibilities
Build a business plan with our Sr. Strategy Mentors and Sr. Advisors
Establish networks and cultivate referral practices
Develop and maintain long-term relationships with clients, not product placement
Provide financial solutions through fact gathering and needs analyses – planning needs
Broaden and deepen your skillset through ongoing professional development and training and joint work collaboration with fellow advisors and associates
Qualification
Required
Strong relationship-builder who takes a client-first approach
Connector with people, a connector of people
Dedicated worker: independent, self-disciplined and goal oriented
Benefits
Health benefits
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