What are the responsibilities and job description for the Financial Planner - Las Vegas, NV position at Capstone Partners Financial?
View Details about Capstone Las Vegas
Company Description
Capstone Partners Financial is a financial planning firm based in Las Vegas, NV, specializing in helping clients achieve financial stability and prepare for life's milestones. Our team of over 250 financial professionals provides customized financial solutions to clients across the Western United States. We are dedicated to offering personalized attention, insights, and guidance to help our clients overcome obstacles and reach their financial goals. We often refer to ourselves as “a different kind of firm” and nowhere is that more apparent than in our culture. Our goal is to be trusted partners; not only to our clients but to each other and our community. Our culture internally of sharing, collaboration, and teamwork makes a real difference.
Role Description
This is a full-time role for a Financial Planner at Capstone Partners Financial and Insurance Services. As a Financial Planner at Capstone Partners Financial, you will be responsible for providing comprehensive financial planning and guidance to clients with the support, training and mentorship from Senior Financial Professionals and our internal staff and resources here at Capstone Partners. You will work closely with clients to understand their financial goals and develop tailored strategies to help them achieve financial success. While the role is primarily located in our Las Vegas, NV, there is flexibility for some remote work.
Join our team of independent financial professionals dedicated to helping people achieve their financial aspirations. The ideal candidate will deliver personalized financial planning solutions to help clients work toward their short term and long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Your role will involve analyzing financial information, developing personalized strategies, and assisting clients in achieving their financial goals.
Responsibilities
- Provide financial planning support to clients
- Support investment and risk professionals to cultivate client relationships
- Prepare financial plans and deliver
- Build a clientele with our internal resources and support of Sr. Advisors/Marketing/Networking
Qualifications
- Financial Planning and Retirement Planning skills
- Experience in Investments and Finance
- Wealth Management Services expertise
- Strong analytical and problem-solving abilities
- Excellent communication and interpersonal skills
- Team-oriented, driven, and self-disciplined
- Ability to build and maintain client relationships, outreach client acquisition
- Knowledge of financial regulations and industry trends
- Certifications such as Series 7, Series 6, 63, 65, 66, SIE, Life, Accident, CFP, CFA, or CPA are a plus
- Bachelor's degree or higher
Benefits
- Competitive performance-based compensation
- Complete benefits package
- Personalized and local training and support; 1-on-1 development meetings
- In-house Directors of wealth management and fee-based financial planning
- 1099/W2/transition opportunity with bonus structure and incentives and recognition conferences
Flexible work from home options available.
