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 create financial plans that are more strategic relationship centered vs product placement.
Responsibilities
- Provide financial planning support to building a clientele of book of business
- Provide options in investment portfolios to cultivate client relationships
- Prepare financial plans
Qualifications
- Bachelor's degree
- 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.
Sr. Financial Advisor
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 create financial plans that are more strategic relationship centered vs product placement. Provi...
Sr. Financial Advisor
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 create financial plans that are more strategic relationship centered vs product placement. Provi...
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