Our Century City office is strategically expanding and we are looking for an experienced Financial Advisor to advise their clients in making smart, financially-sound decisions to meet their personal, professional and financial goals. We are looking for someone with a proven record of success in sourcing and advising long-term clients. If this sounds like a fit for your expertise, check out the below descriptions for more information and submit an application if interested.

$100,000 at plan yearly

• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
• Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
• 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

• 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
• Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
• 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

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.