Licensed Financial Advisor
Capstone Partners Financial
Las Vegas, NV US
Posted ago
Capstone Partners Financial

Licensed Financial Advisor Las Vegas

Is your current firm or broker-dealer not providing the support you or your clients currently need.? Do you feel that you and your clients are not on the same page as your firm? Are you truly working as a fiduciary? The candidates we meet have typically achieved high levels of success before speaking with us. They have often hit a plateau with their current or prior firm. Capstone Partners Financial and Insurance Services in Las Vegas is strategically growing our advisor force through fee-based financial planning and a formalized producer group model. Through career mentorship and the opportunity to partner alongside other growth-oriented senior and junior advisors, we push our advisors to take the next step up in their careers. We allow our advisors to run their practices how they see fit.

We have effectively built producer groups across our Southern California offices and are looking to replicate the success these teams have achieved in our Las Vegas operation. To do this, we are looking to partner with other advisors, who are:

  • Working from a planning perspective
  • Team Oriented and looking to join a team, or to have a team built around them
  • Looking to take their practice to the next level
  • Searching for a collaborative environment

Responsibilities

  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • 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
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Provide assistance to clients in determining what their goals are
  • Provide ongoing service and advice to clients regarding current market conditions
  • Serve as a collaborative team player willing to further development through continued training opportunities
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs

Qualifications

  • Experience in designing comprehensive financial plans, wealth management portfolios, and insurance strategies
  • Series 7, Series 66, and Life/Health Insurance licenses (or committed to earning these ASAP)
  • Excels at working on a team
  • Networking and business development skills
  • Existing designations (CFP, CFA, ChFC, RICP) or goals to obtain them are a bonus

Compensation
$95,000 - $175,000 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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