Financial Advisor

Capstone Partners Financial and Insurance Services

Newport Beach (CA)

On-site

USD 80,000 - 100,000

Full time

14 days+

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Job summary

Capstone Partners Financial and Insurance Services in Newport Beach is seeking a financial planning professional with at least 5 years of experience. The role includes providing planning support, cultivating client relationships, and preparing detailed financial plans. The company offers a supportive environment focused on education and mentorship, allowing new professionals to develop their skills and confidence. This position is ideal for those who value collaboration and team growth within a dynamic industry.

Qualifications

Minimum of 5 years' industry experience required.
Strong understanding of the investment business is essential.

Responsibilities

Provide financial planning support to clients.
Support investment professionals to cultivate client relationships.
Prepare financial plans and check their accuracy.

Skills

Financial planning support

Client relationship cultivation

Financial plan preparation

Education

Bachelor's degree in Finance or related field

Job description

Capstone Partners Financial is a financial planning firm based in Newport Beach that is built around developing people as much as serving clients. We specialize in helping clients achieve financial stability and prepare for life’s milestones, and we welcome individuals who may be new to the industry and eager to learn. With a team of over 250 financial professionals across the Western United States, we provide hands‑on training, mentorship, and ongoing support to help you build the skills and confidence needed to succeed.

We offer customized financial solutions to our clients, but just as importantly, we invest in our team through education, coaching, and real‑world experience. We often refer to ourselves as “a different kind of firm,” and that difference is most evident in our culture. Our focus is on collaboration, shared learning, and teamwork—creating an environment where inexperienced professionals can grow into trusted partners for our clients, each other, and our community.

Responsibilities