What are the responsibilities and job description for the Wealth Financial Planner position at Capstone Partners Financial LLC?
Responsibilities:
- Provide comprehensive financial planning and investment advice to clients
- Develop and maintain long-term relationships with individuals you know or meet, acting as their trusted advisor
- Conduct thorough financial analysis and research to identify suitable investment opportunities
- Create customized financial plans based on clients' goals, risk tolerance, and time horizon
- Assist clients in managing their cash flow, budgeting, and debt management
- Stay up-to-date on market trends, economic developments, and changes in financial regulations
- Collaborate with other professionals such as attorneys and accountants to provide holistic financial solutions
- Conduct regular portfolio reviews and make recommendations for adjustments as needed
- Educate clients on various financial concepts and strategies
Qualifications:
- Bachelor's degree (Master's degree preferred)
- Minimum of 2 years of experience in financial services or related industry
- Strong knowledge of financial concepts, investment products, and market trends
- Proven track record of sales success and building client relationships
- Excellent research and analytical skills for conducting thorough financial analysis
- Familiarity with technical accounting principles and practices
- Knowledge of wills, trusts, estate law, and tax planning strategies
- Experience in cash management, public accounting, or corporate accounting is a plus
- Professional certifications such as CFP or CFA are highly desirable.
- US citizenship, background check enforced - unable to sponsor work permits.
We offer competitive compensation packages including bonuses and commission. Additionally, we provide comprehensive benefits including health insurance, retirement plans, and professional development opportunities.
If you are a motivated individual with a passion for finance and helping clients achieve their financial goals, we would love to hear from you. Please submit your resume and book at 30min time to meet: https://calendly.com/rachyll
Rachyll Tenny - RTenny@capstone.financial
https://www.capstonepartnersfinancial.com
Job Type: Full-time
Pay: $100,148.00 - $150,322.00 per year
Benefits:
- 401(k)
- Health insurance
- Life insurance
- Professional development assistance
Compensation Package:
- Bonus opportunities
- Commission pay
- Signing bonus
Education:
- Bachelor's (Required)
Work Location: Hybrid remote in Las Vegas, NV 89135
Salary : $100,148 - $150,322