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Assistant/Junior Advisor

3 months ago

Las Vegas, United States Capstone Partners Financial Full time
Job DescriptionJob Description

Company Description

Capstone Partners Financial is a Financial Services Firm that has over 100 financial professionals offering customized financial solutions across the Western United States, with a focus on wealth management and fiduciary advising to enhance the quality of life for individuals, families, and businesses.

 

Role Description

This full-time on-site Assistant/Junior Advisor role in Las Vegas, NV involves collaborating with Wealth Advisors at Capstone Partners and their clients at an elevated level. Responsibilities include providing personalized attention to clients, managing daily team activities, communicating with clients and home office to service needs of clients, and developing strategies to overcome obstacles for a more successful financial future.

 

Qualifications

  • Strong communication and interpersonal skills
  • Ability to work in a team environment and adapt to changes
  • Interest in financial planning and helping others secure their financial future
  • Bachelor's degree in Finance, Business, Economics, or related field. Equivalent professional designation accepted.
Company DescriptionCapstone Partners Financial has over 100 financial professionals offering customized financial solutions across the Western United States, with a focus on wealth management and fiduciary advising to enhance the quality of life for individuals, families, and businesses.Company DescriptionCapstone Partners Financial has over 100 financial professionals offering customized financial solutions across the Western United States, with a focus on wealth management and fiduciary advising to enhance the quality of life for individuals, families, and businesses.