Sr. Financial Advisor Job at Capstone Partners Financial and Insurance Services, Newport Beach, CA

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  • Capstone Partners Financial and Insurance Services
  • Newport Beach, CA

Job Description

Capstone Partners is looking for an experienced Independent Financial Advisor, who is comprehensive in nature (S7, SIE, L&H), to add to our growing firm.

The ideal candidate will be entrepreneurial in spirit, team oriented, and self-disciplined in clientele acquisition. Capstone Partners Financial firm strives to deliver personalized investment solutions to help clients work toward their long-term financial goals, with risk and wealth management protection. We strive to help you build a successful financial practice by creating financial plans that are more strategic relationship centered vs product placement transaction.

Life is about connecting people to their purpose, reach out: Calendly.com/Rachyll OR RTenny@capstone.financial

Responsibilities

  • Provide financial planning to building a clientele of book of business.
  • Provide options in risk and investment portfolios to cultivate client relationships, long term.
  • Prepare and Present financial plans
  • Support and aid in collaboration and joint work with Sr. Advisors and New Advisors within the firm.

Qualifications

  • Bachelor's degree or higher
  • 5+ years of industry experience, sales - customer relations.
  • Strong understanding of the investment business with comprehensive planning
  • Excellent interpersonal skills
  • Entrepreneurial spirit with a drive for results - self accountability.

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