Licensed Financial Advisor

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:

$100,000 at plan yearly

Responsibilities:

• Customize financial plans for each client based on potential life changes and changing financial needs
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products

• 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:

• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
• Bachelor’s degree in business administration, finance, or related field is required
• Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
• Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital

• 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 (LA), we provide holistic financial planning, wealth management, and protection services to craft a strategy that empowers our clients to achieve their vision.