Financial Planning Consultant

Company Description

Capstone Partners Financial and Insurance Services is a financial planning firm based in Newport Beach, CA, specializing in helping clients achieve financial stability and prepare for life's milestones. Our team of over 200 financial professionals provides customized financial solutions to clients across the Western United States, and we are looking to add more Independent Holistic Planners to our firm. We are dedicated to offering personalized attention, insights, and guidance to help our clients overcome obstacles and reach their financial goals. With a particular focus on special needs planning, we assist families in developing life care plans that make a difference in the quality of life for their loved ones.

Role Description

This is a full-time hybrid role for a COMPREHENSIVE Wealth Management Advisor at Capstone Partners Financial and Insurance Services. As an Advisor, you will be responsible for building a book of business with providing comprehensive financial planning services to clients, including retirement planning, investment advice, and wealth management services. You will work closely with clients to understand their financial goals and develop tailored strategies to help them achieve financial success. While the role is primarily located in one of our 5 offices (CO, NV, UT, CA), there is flexibility for some remote work. There is NO base salary for this position. 1099/w2 opportunities with bonus structures.

Qualifications

• Financial Planning and Retirement Planning skills
• Experience in Investments and Finance
• Wealth Management Services expertise
• Strong analytical and problem-solving abilities
• Excellent communication and interpersonal skills
• Ability to build and maintain client relationships, outreach client acquisition
• Knowledge of financial regulations and industry trends
• Certifications such as Series 7, Series 6, SIE, Life, Accident, CFP, CFA, or CPA are a plus
• Bachelor's degree or higher