Financial Advisor

Description
Capstone Partners is seeking an experienced Financial Advisor to join our team, to partner with us on our mission to impact the lives of your clients in Southern California.
Is any of this important to you and your business?

• Full equity ownership of your book (plus, support in valuing and selling it upon retirement)
• Comprehensive, non-captive platform and recurring revenue
• Fee-based financial plans
• Investments and advisory services
• Insurance implementation
• Opportunity to work with a team - joining an established producer group or building one around you

Perks of working with us:

• Competitive performance-based compensation
• Complete benefits package
• Personalized and local training and support
• In-house Directors of wealth management and fee-based financial planning

To summarize, we are here to support you in launching your legacy. Let's make it happen.
Responsibilities
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• 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
Qualifications
• Basic understanding of the role of a Financial Advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus