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Capstone Partners Financial and Insurance Services · 8 hours ago

New/Early Career Financial Advisor

Las Vegas, NV

Contract

Hybrid

New Grad, Entry Level

$65K/yr - $167K/yr

Capstone Partners Financial and Insurance Services is dedicated to serving individuals, families, and businesses with tailored financial and investment planning. The role involves building a financial planning business, establishing client relationships, and providing financial solutions to help clients secure their financial future.

ConsultingFinancial ServicesInformation Technology

Growth Opportunities

Hiring Manager

Elizabeth Kagele

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

Financial planningClient relationship managementBusiness developmentNetworkingSelf-disciplineGoal-orientedCommunication skills

Required

A strong relationship-builder who takes a client-first approach

A connector with people, a connector of people

A dedicated worker: independent, self-disciplined and goal oriented

Benefits

Health benefits

8+ different revenue streams will be illustrated during interview process.

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