Entry Level Financial Advisor
Capstone Partners Financial
Las Vegas, NV US
Posted ago
Capstone Partners Financial

Financial Advisor Las Vegas

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! Are you team-oriented.? 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. All this while working side by side with experienced senior financial advisors. If you have great communication skills and an eye for detail, apply today!

  • Serve as a collaborative team player willing to further development through continued training opportunities
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
  • A required Bachelor’s degree in business administration, finance, or similarly related field
  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
$65,000 - $100,000 OTE
About Capstone Partners Financial

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.

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