Financial Advisor Job at Capstone Partners Financial and Insurance Services, Lehi, UT

L1dqZnhaRXpsRDkycU1mdlp6M2d3dWRIUnc9PQ==
  • Capstone Partners Financial and Insurance Services
  • Lehi, UT

Job Description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

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

We help you study and obtain your LH, SIE, S7, and S66 licenses.

We help you build a book of business that you will have the rest of your career and can sell it when your ready to retire. You have an open product platform. We focus on Financial Planning, Protection, Investments, and Disability.

Most advisors work from home and meet with their clients virtually, so you can be anywhere anytime.

Its a great opportunity for those who are willing to build their own business in the financial services industry.

Job Tags

Work from home

Similar Jobs

Sepro America Llc

Application Sales Engineer I Job at Sepro America Llc

 ...execution of standard robot systems. The position plays a direct role in revenue throughput and customer experience. This is not a design engineering role. It is a revenue-aligned pre-sales engineering position focused on standard system execution and commercial... 

LaBella Associates

Data Analyst/Scope Manager Job at LaBella Associates

 ...We are currently seeking qualified candidates for consideration of an open Data Analyst position in our Program Management division. This position will be located at our Clients Binghamton, NY office (hybrid working model). The Program Management Services Division... 

Johnson Thermal Systems

Assembly - Subject Matter Expert Job at Johnson Thermal Systems

 ...addition to providing hands-on technical support, the SME will play a critical role in mentoring team members, collaborating with the training department to develop effective training resources, and working closely with cross-functional teams to drive accuracy, efficiency,... 

Nicole Kupchik Consulting, Inc.

Administrative Assistant Job at Nicole Kupchik Consulting, Inc.

 ...small healthcare-focused company providing continuing education to nurses worldwide.For more information: Job Title Administrative Assistant Location On site - Wallingford area of Seattle, WA Position Schedule Full time, M-F, 8 am 5 pm... 

MT Juliet Chrysler Dodge Jeep Ram

Certified Chrysler Dodge Jeep Ram Technician Job at MT Juliet Chrysler Dodge Jeep Ram

Main Shop Technician - CDJR CertifiedMt. Juliet Chrysler Dodge Jeep Ram | Mt. Juliet, TNMt. Juliet CDJR is hiring Technicians with current CDJR Certification and proven experience in a CDJR dealership service department. You will handle advanced diagnostics, warranty...