Financial Advisor

Helping High-Achieving People in Corporate America shape better futures with purpose-driven careers.

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Honor yourself as your Word.

At Capstone Partners Financial Services, we have a strong intrinsic need for safety, wealth and security in future generations. We believe that financial peace of mind forms the fabric of strong families and even stronger communities. If your idea of a dream career combines business ownership with the opportunity to create impact, you may have just landed on a winning combination, lets connect to learn more.

As a Financial Services Advisor, you will work directly with people, small business owners, families pursuing real dreams and facing real challenges as they prepare for long-term financial freedom. You will be building a business that could help change people’s lives for the better, with internal support and resources so you are not doing this alone or having to re-invent the wheel.

• Establish networks and cultivate referrals
• Develop and maintain long-term relationships with clients; retention is important.
• Provide financial solutions (Risk and Wealth Management) through fact gathering and needs analyses
• Broaden and deepen your skillset through ongoing professional development and joint work, collaboration of teaming environments.

• Legally authorized to work in the US, without sponsorship.
• College Degree
• Certifications or willingness to obtain in 3 months; L&H, SIE, S6, S7, S63, S65, S66 - etc. CFP

• A strong relationship builder with a focus on putting people first
• Ability to obtain appropriate licenses (Life, Health, 7, 66 or combination of)
• A connector of people, networking
• A dedicated worker: independent, self-motivated and goal oriented
• A gritty/hardworking and self-disciplinary

A W2 and 1099;
Performance based pay with Bonus/Incentives - revenue streams, monetary incentive match programs with paid licensing incentive, and recognition conferences, with transitionary packages of internal investments.

Mid-Senior level

Full-time

Finance, Sales, and Business Development

Financial Services and Business Consulting & Services

• Medical insurance
• Vision insurance
• 401(k)
• Disability insurance
• Tuition assistance
• Pension plan