Wealth Management Consultant

1 week ago


Reno, Nevada, United States Capstone Partners Financial Full time

**Company Overview**

Capstone Partners Financial is a forward-thinking financial planning firm based in Las Vegas, NV. We specialize in providing customized financial solutions to clients across the Western United States. With a team of over 250 financial professionals, we offer a collaborative and dynamic environment where you can grow and thrive.

Our mission is to be trusted partners not only to our clients but also to each other and our community. We believe in delivering exceptional results through innovative thinking and cutting-edge expertise.

**Job Description:**

This full-time role involves working closely with clients to understand their financial goals and develop tailored strategies to help them achieve financial success. You will work under the guidance of senior financial professionals and have access to extensive resources and support.

**Key Responsibilities:**

  • Provide comprehensive financial planning and guidance to clients
  • Support investment and risk professionals in cultivating client relationships
  • Prepare personalized financial plans and deliver results-driven solutions

**Benefits:**

  • Competitive performance-based compensation
  • Complete benefits package
  • Personalized training and support

The estimated salary for this role is around $85,000-$115,000 per year, depending on experience and qualifications. If you are a skilled and detail-oriented individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.


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