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Fully Licensed Financial Advisor

4 months ago

Newport Beach, United States Capstone Partners Full time
Description

Our firm is rapidly expanding and we are looking for an experienced financial advisor that wants to build their own book of clientele 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, and customer service 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
•Customize financial plans for each client based on potential life changes and changing financial needs
•Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
•Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
•Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
•Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives

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
•Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
•Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
•Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
•Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred