Our Century City office is strategically expanding and we are looking for an experienced Financial Advisor to advise their clients in making smart, financially-sound decisions to meet their personal, professional and financial goals. We are looking for someone with a proven record of success in sourcing and advising long-term clients. If this sounds like a fit for your expertise, check out the below descriptions for more information and submit an application if interested.
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’s 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’s 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.