Associate Financial Advisor
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!
Responsibilities:
Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
Serve as a collaborative team player willing to further development through continued training opportunities
Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
Qualifications:
Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
A Bachelor's degree in finance, business administration, or alternate related analytical field is required
Up-to-date FINRA Series 7 & 63/66 documents are a bonus
About Company:
At Capstone Partners Financial and Insurance Services, we provide holistic financial planning, wealth management, and protection services to craft a strategy that empowers our clients to achieve their vision.
Responsibilities:
Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations
Serve as a collaborative team player willing to further development through continued training opportunities
Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
Qualifications:
Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
A Bachelor's degree in finance, business administration, or alternate related analytical field is required
Up-to-date FINRA Series 7 & 63/66 documents are a bonus
About Company:
At Capstone Partners Financial and Insurance Services, we provide holistic financial planning, wealth management, and protection services to craft a strategy that empowers our clients to achieve their vision.
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