Licensed Financial Advisor

Capital Strategies is looking for a financial advisor with experience to join our team. We need someone who understands the financial services industry, has knowledge of insurance, investment, and retirement products, and can build relationships with our current and potential customers.

Manage a portfolio of customers and offer financial advice tailored to their specific needs and objectives

Analyze customer financial situations and provide tailored financial services and insurance products

Develop customized financial plans for clients that are tailored to their specific goals and objectives

Monitor markets, research financial products, and stay updated with new developments in the financial sector

Provide customer service to current and potential Mass Mutual customers

Bachelor's degree in a related field such as finance, accounting, or economics

Minimum of 3 years of experience working in the financial services industry

Strong customer service, communication, and presentation skills

Excellent verbal and written communication skills

Good knowledge of risk management and investment strategies

Nice-to-haves:

CFP certification

Knowledge and proficiency in the use of CRM software and financial data analysis tools

Strong organizational and time management skills

Ability to multitask and prioritize

Proficiency in MS Office

$127,000 - $300,000+

Capital Strategies is backed by a longstanding organization of experienced people, exceptional products, and a realistic, needs-based approach to financial strategies. We are committed to helping you meet your financial needs:
protecting your family or business, building predictable retirement income, and knowing you will be financially prepared for the future.

Our leadership team has over 60 years of combined experience in the industry; we remain committed to the core values our firm was built upon, and we leverage our strength to deliver superior value to all our financial professionals and their clients.

A structured career path with coaching, accountability, and leadership support.

Licensing support and training, when applicable, based on the role and services provided.

Mentorship from experienced financial professionals and leaders.

Access to planning processes, technology, CRM tools, investment platforms, and more....