Financial Planner

2 weeks ago


Saint George, Utah, United States Capstone Partners Financial Full time
Job Overview

Capstone Partners Financial is a leading financial planning firm based in Las Vegas, NV, dedicated to helping clients achieve financial stability and prepare for life's milestones. Our team of over 250 financial professionals provides customized financial solutions to clients across the Western United States.

Key Responsibilities:

  • Provide comprehensive financial planning and guidance to clients
  • Support investment and risk professionals to cultivate client relationships
  • Prepare and deliver personalized financial plans
  • Build a clientele with the support of senior advisors and internal resources

Requirements:

  • Entrepreneurial mindset
  • Strong analytical and problem-solving abilities
  • Excellent communication and interpersonal skills
  • Team-oriented, driven, and self-disciplined
  • Ability to build and maintain client relationships

Benefits:

  • Competitive performance-based compensation
  • Complete benefits package
  • Personalized and local training and support
  • In-house directors of wealth management and fee-based financial planning
  • 1099/W2/transition opportunity with bonus structure and incentives


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