Experienced Financial Advisor
Company: Capstone Partners Financial and Insurance Services
Location: Newport Beach
Posted on: January 16, 2023
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Job Description:
Our firm is rapidly expanding and we are looking for an
experienced Financial Advisor to advise their clients and help them
make smart, profitable decisions to meet their financial goals. We
are looking for someone with a proven success record of acquiring
and advising long-term clients. If this sounds like a fit for your
expertise, start your application today!
Responsibilities:
Identify, seek, and establish prospects continuously and create
strong relationships with new clients as their trusted advisor
Help clients implement financial recommendations such as life
insurance, savings plans, mutual funds, and other financial
products
Research and provide financial advice and strategies that are
suitable based on client risk tolerance and financial
objectives
Collect each client's financial information to determine financial
status, financial goals, cash flow, and financial expectations
Design customized financial plans suitable for each client based on
potential life changes and changing financial needs
--- 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:
Valid professional license CPA, or CFP (Certified Financial Planner
license from Certified Financial Planner Board of Standards) and
FINRA Series 7 and 66, are required
Computer proficiency including MS Office, Google Suite, CRM
systems, and financial planning software is vital
Knowledge of the financial industry, financial products, best
practices, and tax regulations is desired
Requires a Bachelor's degree in finance, business administration,
or related field
Exemplary communication skills, math skills, relationship skills,
and customer service skills are vital
--- Up-to-date knowledge of the financial industry, financial
products, best practices, and tax regulations is necessary
--- Bachelor's degree in business administration, finance, or a
related field is required
--- 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 (OC), we
provide holistic financial planning, wealth management, and
protection services to craft a strategy that empowers our clients
to achieve their vision.
Keywords: Capstone Partners Financial and Insurance Services, Newport Beach , Experienced Financial Advisor, Accounting, Auditing , Newport Beach, California
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