Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to financial planning on behalf of your clients. If you’re dedicated to delivering excellent client service and this sounds like a good fit, start the application process today Compensation: $60,000 – $90,000 OTE Responsibilities: Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor Be a coachable, organized team member interested in pursuing training development and educational opportunities Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations Qualifications: Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired Sales experience 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.