Note: The job is a remote job and is open to candidates in USA. Capstone Partners Financial and Insurance Services is seeking a Financial Advisor to deliver personalized investment solutions to clients. The ideal candidate will provide financial planning support, prepare financial plans, and ensure the accuracy of information while cultivating client relationships.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Skills
- Deliver personalized investment solutions to help clients work toward their long-term financial goals
- Comfortable creating financial plans
- Cross checking work to ensure complete accuracy of information
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Benefits
- We help you study and obtain your LH, SIE, S7, and S66 licenses.
- Most advisors work from home and meet with their clients virtually, so you can be anywhere anytime.
Company Overview
Capstone Partners Financial and Insurance Services is a finacial solutions consultancy based in California. It was founded in 1851, and is headquartered in Newport Beach, California, USA, with a workforce of 51-200 employees. Its website is http://capstonepartnersco.com.