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Fee-Based Financial Planner
4 months ago
About Us
At Capstone Partners, you will serve the needs of individuals, families and businesses and provide your clients with financial planning advice throughout every phase of their life. We are known in the community for being honest and transparent with our clients, a reputation we've built through listening and understanding what matters most when it comes to our clients' goals and aspirations.
About The Opportunity
Make an impact – starting with your own life. This is a career move that could redefine everything. You know that restlessness you feel? Perhaps it’s an inner voice coaxing you to step into life more boldly. Build something. Do something meaningful. Be in control of your own life. It may be your inner entrepreneur calling to be released.
What if it were possible to do all those things at once: to build something, to have deep impact on the world around you, and to have greater control over the course of your life?
It is in fact possible, and it’s happening throughout our firm. You, too, can make the career move that may redefine every relationship in your life: from your personal relationships to your relationship with your work and your finances. If you’ve considered business ownership, then start your business with us as a Financial Planner. You will work directly with individuals, entrepreneurs, and families to help them navigate their financial future.
The work you do is valuable, and aligns with the values we share:
- Make an impact on people’s lives, and the communities you care for by providing paths to financial stability and peace of mind
- Follow a well-defined career path that integrates education with mentorship and teaming opportunities
- Benefit from a culture of innovation that embraces growth and the changes that come with it
- Enjoy transparency, honesty, and clarity as the fundamental ingredients of partnership
- Have a voice – your contributions and input matter
- Experience the power of flexibility – and the freedom to design your work and your life the way you envision
How will you build your business? You will…
- Establish networks and cultivate referrals
- Develop and maintain long-term relationships with clients
- Provide financial solutions through fact gathering and needs analyses
- Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates
Who do you need to be?
- A strong relationship-builder who takes a client-first approach
- A connector with people, a connector of people
- A dedicated worker: independent, self-motivated and goal oriented
Contact us today to discuss a change to work that can have great impact
Compensation will be illustrated during interview process and includes full benefits. Average estimated salary for a Financial Services Representative in the United States varies widely and on many factors. National annual average is $44,800 to $167,395.
