Job Description Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today Compensation: $87,000 – $117,000 OTE Responsibilities: Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals 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 Qualifications: Experience in designing comprehensive financial plans, wealth management portfolios, and insurance strategies Series 7, Series 66, and Life/Health Insurance licenses (or committed to earning these ASAP) Networking and business development skills Existing designations (CFP, CFA, ChFC, RICP) or goals to obtain them are a bonus 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.