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Financial Planning Specialist

2 months ago

California, United States Capstone Partners Financial and Insurance Services Full time
Financial Planning Advisor Role

As a Financial Planning Advisor at Capstone Partners Financial and Insurance Services, you will be responsible for providing expert financial guidance to clients, leveraging the support of senior financial professionals and internal resources.

This is an opportunity to deliver personalized financial planning solutions, helping clients achieve their short-term and long-term financial goals. You will analyze financial information, develop tailored strategies, and assist clients in realizing their financial aspirations.

Key Responsibilities:

  • Provide comprehensive financial planning support to clients
  • Collaborate with investment and risk professionals to foster client relationships
  • Develop and deliver financial plans
  • Build a client base with the support of senior advisors, marketing, and networking

Requirements:

  • Bachelor's degree
  • Excellent interpersonal and communication skills
  • Life, Accident, and Health License
  • Series 6, Series 7, and Series 66 licenses encouraged
  • Team-oriented, driven, and self-disciplined

This role offers independence, autonomy, and financial freedom for both yourself and your clients. If you're seeking a career that aligns with your values and goals, we invite you to explore this opportunity further.