What are the responsibilities and job description for the Sr. Financial Advisor position at Capstone Partners Financial and Insurance Services?
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.