The ideal candidate will be entrepreneurial in spirit, team oriented and self-disciplined in clientele acquisition. Capstone Partners Financial firm strives to deliver personalized investment solutions to help clients work toward their long-term financial goals, with risk and wealth management protection. We strive to create financial plans that are more strategic relationship centered vs product placement.
Responsibilities
Provide financial planning support to building a clientele of book of business
Provide options in investment portfolios to cultivate client relationships
Prepare financial plans
Qualifications
Bachelor's degree
5+ years of industry experience, sales - customer relations.
Strong understanding of the investment business with comprehensive planning
Excellent interpersonal skills
Entrepreneurial spirit with a drive for results - self accountability.