About us
We are professional, collaborative, and innovative in our approach. Our goal is for YOU to choose a life beyond the ordinary, to achieve more, and live a richer, more fulfilling life. At Capstone Partners, we provide holistic wealth and risk management services to craft a financial plan that can help clients realize their vision is a reality. And that starts with YOU.
Our work environment includes:
- Modern office setting
- Work-from-home hybrid model
- Growth opportunities
- Autonomy
- Multiply streams of income
- Incentive Recognition Trips with Bonuses
```Duties```
As a Financial Advisor at Capstone Partners Financial, you will be responsible for providing comprehensive financial planning and guidance to clients with the support, training and mentorship of a Fortune 100 firm Mass Mutual. Your role will involve analyzing financial information, developing personalized strategies, and assisting clients in achieving their financial goals.
Key duties include:
- Conducting in-depth financial analysis and research to identify investment opportunities
- Developing and implementing personalized financial plans based on clients' goals and risk tolerance while working in a team enviroment.
- Providing guidance on investment options, retirement planning, estate planning, and tax strategies
- Monitoring and reviewing clients' portfolios to ensure alignment with their objectives
- Building and maintaining strong client relationships through regular communication and meetings with a team centered approach.
- Staying up-to-date with industry trends, regulations, and best practices in financial planning
```Requirements```
To be successful in this role, you should possess the following qualifications:
- Bachelor's degree (Finance/Business BA is not required).
- Proven experience of success in sales, business development, or client acquisition.
- Strong coachability to learn financial concepts, sales techniques, and passing of: L&H exam, SIE and Series 6/7 and 66 investments exams.
- Excellent analytical skills with the ability to interpret complex financial data
- Strong relationship building, communication and interpersonal skills to effectively interact with clients.
Office Locations looking to hire are throughout Southern California, Nevada- Las Vegas/Reno, Utah and Colorado.
If you are looking for a challenging yet rewarding career as a Senior Financial Advisor, we invite you to apply today. Join our team of independent professionals dedicated to helping people achieve their financial aspirations. RTenny@capstone.financial
BOOK an intro meeting: https://calendly.com/rachyll
www.capstonepartnersfinancial.com
Job Type: Full-time
Pay: $120,148.00 - $278,434.00 per year
Benefits:
- 401(k)
- Health insurance
- Life insurance
- Professional development assistance
Education:
License/Certification:
- Series 6 (Preferred)
- Series 7 (Preferred)
- Life and Health (Preferred)
Work Location: Hybrid remote in Lehi, UT
