Capstone Partners Financial and Insurance Services (LA) Jobs (1)

We are seeking an eager, strategic, and definitive Financial Advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Compensation : $75,000 - $100,000 at plan yearly Responsibilities : Customize financial plans for each client based on his or her professional / work circumstances, life stage, and evolving financial needs Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals Be a coachable, organized team member interested in pursuing training development and educational opportunities Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management Qualifications : Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients Valid FINRA Series 7 & 63 / 66 preferred but not required Requires a Bachelor’s degree in business administration, finance, or other related field Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential About Company At Capstone Partners Financial and Insurance Services (OC), we provide holistic financial planning, wealth management, and protection services to craft a strategy that empowers our clients to achieve their vision.