Sr. Financial Advisor
: Job Details :

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 ...@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.