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Overview

Associate Financial Planner Job at Capstone Partners Financial Riverside, CA

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!

Responsibilities:

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
Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
Embrace the role of a structured yet coachable team player open to continued education and training from other team members

Qualifications:

Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
A required Bachelor’s degree in business administration, finance, or similarly related field
Up-to-date FINRA Series 7 & 63/66 documents are a bonus
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired

About Company:
At Capstone Partners Financial and Insurance Services, we provide holistic financial planning, wealth management, and protection services to craft a strategy that empowers our clients to achieve their vision.

About the Company

Company: Capstone Partners Financial

Company Location:  Riverside, CA

Estimated Salary:

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About Capstone Partners Financial