Job Description

Our firm is quickly expanding and we are looking for an experienced Financial Advisor to advise their clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record of acquiring and advising long-term clients. If this sounds like a fit for your expertise, start your application today! Compensation: $100,000 at plan yearly Responsibilities:

• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
• Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
• Compile each client\xe2\x80\x99s financial information to determine financial goals, financial status, cash flow, and financial expectations
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs

Qualifications:

• Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
• Bachelor\xe2\x80\x99s degree in business administration, finance, or a related field is required
• Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
• Superior customer service skills, math skills, relationship skills, and communication skills are preferred
• Valid Life & Health Insurance licenses, FINRA Series 7 and 66, are preferred

About Company
At Capstone Partners Financial and Insurance Services (OC), we provide holistic financial planning, wealth management, and protection services to craft a strategy that empowers our clients to achieve their vision.