Virtual Financial Planner - Build Your Client Book & Grow

Capstone Partners Financial and Insurance Services; Lehi (UT); On-site; USD 50,000 - 80,000; Full time

Job summary

Capstone Partners Financial and Insurance Services in Lehi, Utah, is seeking a candidate to deliver personalized financial solutions and support investment professionals. Responsibilities include providing financial planning support, cultivating client relationships, and ensuring accuracy in financial plans. The role allows for remote work and offers support in obtaining necessary licenses. This is an excellent opportunity for individuals looking to build their own business in the financial services industry.

Qualifications

• Ability to create financial plans and check information accuracy.

Responsibilities

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

Job description

Capstone Partners Financial and Insurance Services in Lehi, Utah, is seeking a candidate to deliver personalized financial solutions and support investment professionals. Responsibilities include providing financial planning support, cultivating client relationships, and ensuring accuracy in financial plans. The role allows for remote work and offers support in obtaining necessary licenses. This is an excellent opportunity for individuals looking to build their own business in the financial services industry.