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Direct message the job poster from Capstone Partners Financial and Insurance Services

Capstone Partners, located in Los Angeles, CA, has been a trusted advisor to provide holistic wealth and risk management services to craft a financial plan that can help clients realize their visions. The firm offers a range of investment and financial advisory services tailored to help owners and investors through each stage of the client's lifecycle.

Role Description

Our Firm is hiring an entry-level Financial Advisor to assist clients in their financial planning, such as investments, savings, retirement, tax treatment accounts, and wealth management. We are currently looking for individuals with strong communication and leadership skills to join our team. Because of the level of determination, persistence, and ambition needed to succeed in this industry, we train our Advisors extensively for our potential candidates. While building long-term relationships with our clients, we offer an annual entry-level and benefit package (401K, health insurance, etc.) Sponsorship for Securities License.

What we provide...

Office admins participate in a comprehensive training program to learn how to help Advisors process and organize clients' documents. Candidates will earn a competitive salary and benefits package while they train with us.

Qualifications

• Prior Financial Services & WMS experience is a plus
• SIE, Series 7, Series 66 is a plus, but not required
• Proficiency in Microsoft Office suite
• Ability to speak both Korean and English is a bonus, but not required
• Associate's degree or higher

We are looking for...

• A person with a friendly and can-do attitude
• Ability to handle sensitive materials and information
• A person with strong communication and sales skills
• Self-starter with motivation who can work independently and as a part of a team

To apply, please send the resume to ...@financialguide.com. Any application that was submitted via LinkedIn WILL NOT be considered. Thank you for the cooperation.

Seniority level

Entry level

Employment type

Full-time

Job function

Sales and Business Development

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