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Certified Financial Consultant

2 months ago

Newport Beach, United States Capstone Partners Financial and Insurance Services (LA) Full time
Financial Advisor

At Capstone Partners Financial and Insurance Services, we are committed to guiding clients towards their financial aspirations through tailored and strategic advice. We are in search of a qualified professional with a proven history in financial planning and a dedication to fostering enduring client relationships. If you possess the ability to design customized financial strategies and deliver exceptional client service, we encourage you to consider this opportunity.

Compensation Range:

$110,000 - $165,000 per year

Key Responsibilities:
  • Create personalized financial strategies that adapt to clients' changing circumstances
  • Provide exemplary client service while maintaining thorough documentation
  • Identify and engage potential clients, establishing credibility as their trusted advisor
  • Support clients in executing financial strategies
  • Deliver sound financial guidance aligned with clients' goals
  • Keep abreast of industry developments and best practices
Qualifications:
  • Proven experience as a financial planner or advisor
  • Excellent analytical, communication, and interpersonal skills
  • Familiarity with financial products and compliance regulations
  • Competence in relevant financial software and tools
  • Preferred certifications: Life & Health Insurance, FINRA Series 7 and 66
About Company

Capstone Partners Financial and Insurance Services is focused on empowering clients to achieve their financial objectives through comprehensive planning and individualized strategies.