Financial Advisor — Growth Through Mentorship & Planning

Capstone Partners Financial and Insurance Services; Newport Beach (CA); On-site; USD 80,000 - 100,000; Full time

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 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.