Financial Consultant

2 weeks ago

Newport Beach, United States Capstone Partners Full time
Description

Our firm is rapidly expanding and we are looking for an experienced Financial Advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb client-facing skills. If this sounds like a fit for your expertise, start your application today

Responsibilities

•Design customized financial plans suitable for each client based on potential life changes and changing financial needs
•Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
•Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations
•Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
•Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
•Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given

Qualifications

•Superior customer service skills, math skills, relationship skills, and communication skills are preferred
•Valid Life & Health Insurance licenses, FINRA Series 7 and 66, are preferred
•Bachelor's degree in business administration, finance, or related field is required
•Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
•Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
•Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital

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